If you’ve been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients’ lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you.

 

Recommended Podcast

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

See More

Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

elements that can make or break a potential sale

See More

From Business to Freedom With Jerome Myers [Episode 315]

The Importance of Post-Exit Planning

See More

Contact Us