Certainty Advice Podcasts

Referrals with Certainty


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Referrals are the core of advisory firm growth. Without management, they can become an obstacle to productive growth. This session identifies the key elements required to make client referrals productive for all client-facing team members. It outlines the twelve steps in the Certainty Advice process to generate ideal opportunities for growth.

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Certainty Advice PodcastsBy Jim Stackpool - Founder Certainty Advice Group