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Referrals with Certainty
Certainty Advice Podcasts
English - September 13, 2022 00:51 - 16 minutes - 18.8 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Kylie Stirling - My journey with Certainty
Next Episode: Progressing with Certainty benchmarks
Referrals are the core of advisory firm growth. Without management, they can become an obstacle to productive growth. This session identifies the key elements required to make client referrals productive for all client-facing team members. It outlines the twelve steps in the Certainty Advice process to generate ideal opportunities for growth.