THE PERFECT RIA |Worlds To Conquer - Client Onboarding: Referrals

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.

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Join our Program

Have you heard about the successes of another Advisor by participating in our program? Do you need the tools and accountability to build your 7-figure highly profitable, hyper efficient, lifestyle practice? We would love to talk to you. And, we would love to thank you whomever referred you. Give us your information, and theirs, and we will connect with you and thank them!

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Worlds To Conquer – Client Onboarding: Referrals

Recommended Podcast

Learning Opportunity or Time To Go [Episode 279]

The Devil’s in the Details: Mastering Professionalism and Digital Discipline

Is This The Grind?

Contact Us