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Joint Event with FPA San Francisco & FPA East Bay – Earning Client and COI Referrals: A Hands-On Session
Joint Event with FPA San Francisco & FPA East Bay – Earning Client and COI Referrals: A Hands-On Session
Presented by: Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform. Have you struggled to get the kind of client referrals that you would like? Are you frustrated by your COIs not providing you with introductions to their best clients? Is it ever uncomfortable to […]