Top Advisor Podcast

Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.


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Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business.  How do you get these qualified unsolicited referrals? And what’s the difference between pursuing unsolicited referrals and actually asking for referrals? In Part 1 of this 2-part interview, Referral Coach Bill Cates CSP, CPAE, interviews … Continue reading Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD. →
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Top Advisor PodcastBy Bill Cates

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