
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.
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