How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Speeding up the Referral Process
2022-01-31 • 4 min video

What’s your record time for converting a client into a referral generating advocate? Did it happen within a week of the onboarding or perhaps maybe even a day later or even the same day they became a client. You are at a high level of referability early in a relationship because their appreciation for your value is so fresh.

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