Roadmap to Referrals
Roadmap to Referrals
Stacey Brown Randall
#123: Deep Dive into Referrals: Financial
24 minutes Posted Oct 20, 2020 at 10:30 am.
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Show notes

The series continues and this week we are deep diving into the questions financial advisors/planners, wealth managers, insurance agents, and bankers ask when they get serious about generating referrals. And by serious, I mean they start doing the work and then specific questions pop up.  We're tackling those questions. 

You can find the resources and links mentioned in the episode on the shownotes page at www.staceybrownrandall.com/123.