Building My Firm's Reputation Delivering Workshops to Strategic Allies

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - August 11, 2017 19:26 - 42 minutes - 29.1 MB - ★★★★ - 10 ratings
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Previous Episode: How One Memorable Gesture Enhanced Our Client Relationships

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What's Working Now: This advisor is giving workshops for large audiences of local centers-of-influence, including estate-planning attorneys and CPAs. The result is a steady pipeline of referrals and a strong reputation in the community.