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

Encore Episode: Yes, There is One Silver Bullet

Extreme accountability and taking action are crucial!

See More

Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino

The M&A space for advisors is changing.

See More

The Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

See More

Contact Us