Seth Greene
RIA struggling to get regular professional referrals in 2nd half of 2024 | Link Below
Seth Greene
•7-12-2024
DESCRIPTION
https://www.yourdream50.com/ria-training
If your registered investment advisor firm is struggling to get professional referrals and can't figure out why, your strategies may be out of date so stay tuned and I’ll open your eyes to a much better way.
In this video, I am going to show Registered Investment Advisory firms:
How to get consistent referrals from CPAs and attorneys.
How to have growth that doesn’t require more hours away from home.
You’ll have more leads, more referrals, and a much easier way to get clients.
In fact, you will get 50 new referral sources in 50 weeks.
Now if that sounds good to you and you are ready to get started, then go ahead and click the link you see in the description below to learn more. Otherwise, let's dive right in.
https://www.yourdream50.com/ria-training
In Queue
UP NEXT
Does Plantar Fasciitis go away on its own
10-15-2021
SharkPreneur Episode with Brandy Seats
4-22-2020
SharkPreneur Episode with Mark Fenner
1-29-2020
Episode 167: Unlocking the Secrets of Tax-Advantaged Self Storage
8-14-2024