The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How to Include Wholesalers in Your Inner Circle

I think wholesalers can be annoying in a way sometimes of they call in the email often really are awesome people who really are trying to help us just like we're trying to help our clients. And so I've been picking up those calls and emails more lately and joining their events that they're hosting and getting to know them. And then in turn again, they want to know me and my practice and how their products if you will can help me and my clients. That would be an example of somebody I never thought I would consider a C.O.I. but very much people who have become that. The even better thing is they can help you pay for events and marketing with

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