Coaching & Training for Financial Advisers

The Golden Chain: Current Client Referrals


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Good day, it’s Guy Freeman here from PlatinumPracticeCircle.com. At today’s training is on How to Look at Current Client Referrals. So this has been a very big focus of mine and I think it should be of your practice as well. And I’ll give you a few examples and some of the stats that we’ve […]
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Coaching & Training for Financial AdvisersBy Coaching & Training for Financial Advisers