Worlds To Conquer - Client Onboarding: Referrals - a podcast by Matthew Jarvis & Micah Shilanski, Finance Rockstars

If you've been following Jamie through the first-year onboarding process, then you realize how much you are about to dramatically change your clients' lives. But have you thought about how that is the perfect time to also get referrals? Listen in as Jamie shares why you need to have a referral campaign and create opportunities for your clients to talk about you.

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Further episodes of The Perfect RIA

Further podcasts by Matthew Jarvis & Micah Shilanski, Finance Rockstars

Website of Matthew Jarvis & Micah Shilanski, Finance Rockstars