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The Ultimate Lead Referral System with Bill Doerr

Business Processes Simplified Podcast

CHAPTER

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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