Play High-Net-Worth Matchmaker Over Coffee or Wine

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - July 25, 2016 15:43 - 38 minutes - 17.8 MB - ★★★★ - 10 ratings
Investing Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The Bulls Climb a Wall of Worry

Next Episode: How I Cultivate CPA Relationships Using Social Security Workshops

What’s Working Now: This advisor has found success in bringing different professionals together over a morning coffee or an evening glass of wine. Learn how he's doing it while getting huge referrals.