Top Advisor Marketing Podcast

Playing Therapist? Why Referring out Strengthens Client Relationships With Ashley Quamme (Ep. 427)


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Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?
Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.
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Top Advisor Marketing PodcastBy Matt Halloran, CRO at ProudMouth

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