The Elite Advisor Report Video Podcast

Financial Advisors’ Best Source of Affluent Client Referrals – Episode 19


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You might be able to get a lot of referrals from your existing clients—but you’ll almost certainly get higher-quality, more profitable referrals from attorneys, accountants and other centers of influence who regularly work with the affluent.
Check out how COIs can help you move upmarket and supercharge your growth.
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The Elite Advisor Report Video PodcastBy cegvideo