Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals?
In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors.
In this episode, you will learn:
Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!
Resources: Productivity Uncorked
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