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In this episode, we discuss with Dave Seager, the Managing Director of SIFA Professional, how Financial Advisers & Planners can understand the requirements and mindset of legal professionals when it comes to referring clients and becoming an effective referral partner.
By andysheena5
11 ratings
In this episode, we discuss with Dave Seager, the Managing Director of SIFA Professional, how Financial Advisers & Planners can understand the requirements and mindset of legal professionals when it comes to referring clients and becoming an effective referral partner.