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For today’s Money Smarts I cover why financial advisor reviews aren’t allowed in my industry and what you can ask for as a prospective client instead.
Listen now to discover:
1. Why financial reviews aren’t allowed.
2. Why speaking with current clients as a reference is a good step.
3. Why getting referrals is a great compliment.
Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan. www.strategic-visionaries.com
For today’s Money Smarts I cover why financial advisor reviews aren’t allowed in my industry and what you can ask for as a prospective client instead.
Listen now to discover:
1. Why financial reviews aren’t allowed.
2. Why speaking with current clients as a reference is a good step.
3. Why getting referrals is a great compliment.
Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan. www.strategic-visionaries.com