How a Simple Survey Helped Me Start My Referral Engine

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - April 13, 2017 16:37 - 30 minutes - 20.9 MB - ★★★★ - 10 ratings
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Previous Episode: My Succession Plan for Transitioning Seamlessly Into Retirement

Next Episode: Getting Things Done Day-in and Day-out: Ellen Rogin Interviews Craig Ballantyne

What's Working Now: This advisor isn't letting his firm's rural location limit his business. Find out how he's combining Social Security workshops and tech-savvy follow-up to maximize his firm's reach.