Worlds To Conquer - Client Onboarding: Referrals
The Perfect RIA · The Perfect RIA
October 27, 202223m 9s
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Show Notes
If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you.
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