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Referral Mastery Series

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There is a reason why some financial advisors generate more introductions and referrals than others. They treat their clients well and put them in positions where making connections is natural. Join us for the Referral Mastery Series, brought to you by The Oechsli Institute and WealthVest, as we explore the behaviors and skillsets of the industry's best referral generators. You too can stimulate more word-of-mouth if you follow these research-backed, time-tested strategies.

There is a reason why some financial advisors generate more introductions and referrals than others. They treat their clients well and put them in positions where making connections is natural. Join us for the Referral Mastery Series, brought to you by The Oechsli Institute and WealthVest, as we explore the behaviors and skillsets of the industry's best referral generators. You too can stimulate more word-of-mouth if you follow these research-backed, time-tested strategies.
More Information

Location:

United States

Description:

There is a reason why some financial advisors generate more introductions and referrals than others. They treat their clients well and put them in positions where making connections is natural. Join us for the Referral Mastery Series, brought to you by The Oechsli Institute and WealthVest, as we explore the behaviors and skillsets of the industry's best referral generators. You too can stimulate more word-of-mouth if you follow these research-backed, time-tested strategies.

Twitter:

@WealthVest

Language:

English

Contact:

4069226254


Episodes

Episode 1 — Sourcing the 7 Spheres

2/28/2019
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Help your clients help you. In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients. In this episode you’ll learn: Tune in now and learn how to take your marketing ideas to the next level! Resources: WealthVest | The Oechsli Institute | Advisor Coaching | Educational Worksheet

Duration:00:07:14