Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich
The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!
In this Episode we dive into:
Michelle’s DOs and DON’Ts for networking with professional centers of influence
How to best build relationships that ultimately are mutually beneficial
How to track referrals give and received from lawyers, CPAs…
The skinny
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