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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