Do Your Clients Know HOW to Refer You?
2021-03-09 • 3 min video
How do you increase the number of introductions you see from top clients? Remove the mystery!
Bring Success To Your Succession
Includes Q&A - with Duncan
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
