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

Follow Up Friday – When Value Adds Go Wrong

Learning from Matt and Micah’s mistakes to create incredible value adds.

See More

Worlds to Conquer – Training Your Team

Helping your team member learn from the start.

See More

What Works Wednesday – Bringing A New Advisor Into Your Firm With Matthew Daugherty

Creating a process of success in bringing on a new advisor.

See More

Contact Us