The ClientWise Blog

Unlocking the Gate: 5 Key Referral Criteria

Posted by Ray Sclafani on Jul 29, 2016 10:13:21 AM

Why is it that some advisors seem so successful at building a Professional Advocate Network of attorneys, CFPs and estate planners, while other equally capable advisors struggle? Much of the disparity comes down to a simple matter of better understanding the audience, their needs and most importantly, their concerns. 

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Topics: Client Acquisition, Professional Advocate Network