2min chapter

Financial Advisor Success cover image

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

The Importance of Referring Out to Other Advisors

We really don't do any marketing it's strictly Jason's articles so I think he's starting to do a tiny bit of marketing now but it's pretty much all and we have a constant flow of prospects coming in. Some firms go from hourly and project fees into also doing the assets under management but I think you said your firm is focused on building a network of other advisors and and and refers all that out. So I guess I'm just curious like why all the like referring out and joint work instead of doing some of this internally even if you're marketing it? You cannot provide unbiased advice if you've got something for sale it's literally impossible no matter how honest you are. As soon

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