How Advisors Can Connect and Collaborate with Attorneys

from Quantum Growth for Financial Advisors

As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose. Listen in as they The post How Advisors Can Connect and Collaborate with Attorneys appeared first on Kuttin Consulting Group.

Episode metadata supplied by the publisher feed · Published Jun 9, 2022

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How Advisors Can Connect and Collaborate with Attorneys

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