Own Your Business cover image

Fast Track for Planner Referrals

Own Your Business

00:00

Planner and Refer Relationship - You Go Rogue

Channon: Your job is to fill a role in the vision that the planner has. There's some creativity that can be put in, and that's what the planner wants. But you don't make up your own lines. You don't do things that are too off scripped. Otherwise it's going to get hard to get a call back for the next one. Channon: Don't go rogue with the client. It could just be one little misstep with tha client that throws everything out a whack.

Play episode from 13:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app