11 Tips for Connecting with Professional Advocates™

At ClientWise, years of research into the practices of top performing advisors has revealed that the best referrals come from a carefully cultivated base of what we call professional advocates. These are professions that wealth managers truly engage with in an effort to build a long-lasting trusting partnership of mutual referrals and respect.

In the latest report in our series of ClientWise Learning Tools, we will show you how to:

  • Cultivate relationships with top influencers in your community
  • Seek connections through networking at national conferences
  • Join local community business groups

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