The Whole Truth: For Financial Advisors

29: Closing the Referral Gap


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Listen in for two fresh conversations about referrals, client engagement and inspiring success stories. At the 3:00 minute mark Julie Littlechild, CEO of Absolute Engagement shares insights derived from years of research and at minute marker 29:30, financial professional James Schleicher offers how his “Quest for Rejection” led to success.

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The Whole Truth: For Financial AdvisorsBy Touchstone Investments