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How to Make Referrals to Your Firm
In essence you've got an internal meeting every other week of all the cfp's that for at least some of those meetings it's an external advisory firm that hopes to get referrals from you. You can all vet them together and you can all decide together whether you you like them or not or they pass muster. I guess at you know you just get to make a connection with them directly so at least if the firm says this is who referring out to you're you're not referring out to someone blindly like you.