RIA+ cover image

The 10% Rule: The New Rule of Organic Growth

RIA+

00:00

Building a Loyal Client Advocate Program

Ray recommends each advisor nurture five to seven client advocates and explains criteria for choosing advocates.

Transcript
Play full episode

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