#123: Deep Dive into Referrals: Financial
from Roadmap to Referrals
The series continues and this week we are deep diving into the questions financial advisors/planners, wealth managers, insurance agents, and bankers ask when they get serious about generating referrals. And by serious, I mean they start doing the work and then specific questions pop up. We're tackling those questions. You can find the resources and links mentioned in the episode on the shownotes page at www.staceybrownrandall.com/123.
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Frequently asked questions
How long is this episode of Roadmap to Referrals?
This episode is 24 minutes long.
When was this Roadmap to Referrals episode published?
This episode was published on October 20, 2020.
Can I download this Roadmap to Referrals episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.