The Whole Truth: For Financial Advisors

48: Embrace the Debate: Referrals Revisited


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Touchstone colleagues Mindy Burgess and Jason Zawalich take over the podcast to discuss referrals and business development. They embark on a healthy debate – “To Refer or Not to Refer” and share some creative ideas about how to think differently when it comes to the art of getting referrals.

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The Whole Truth: For Financial AdvisorsBy Touchstone Investments