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Build a referral system that runs itself—no awkward asks, no guesswork.
This live, one-hour workshop is designed for financial advisors who want a steady stream of high-quality referrals. Learn how to activate your best clients and COIs, normalize referrals in everyday conversations, and avoid the common mistakes that stall your momentum.
Build a referral system that runs itself—no awkward asks, no guesswork.
This live, one-hour workshop is designed for financial advisors who want a steady stream of high-quality referrals. Learn how to activate your best clients and COIs, normalize referrals in everyday conversations, and avoid the common mistakes that stall your momentum.