Apr '24 • Marketing ✨
Are you truly referable as a financial adviser?
Did you know that there’s a low correlation between Client Satisfaction and the giving of referrals to financial advisers...?
Great blog from referrals expert Bill Cates...
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Are you truly referable as a financial adviser?
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For IFAs, financial advisers & financial planners exploring new marketing ideas, new models, new income streams and how AI fits into their business
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