
The Ultimate Lead Referral System with Bill Doerr
Business Processes Simplified Podcast
00:00
The Characteristics of a Financial Advisor
"We're looking for black and white here, right? So it's either, yes, i do, or no, i don't. And once we know somebody has in their sphere of influence the person with a characteristic that matches up," he says. "Once we know someone who can best spend time and money with you fom, we go for it."
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