The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How to Create a Relationship With Your Ideal Client

I need amazing people to connect my clients to. So you're making sure that they're working with the kind of people that you work with and vice versa. You do the handwritten note after your first meeting, have your staff include them in the marketing you're connected with them on Facebook. We track the emails that we send anything that we mail to them or email them is being tracked by my marketing director. I did a Mother's Day theme last year for working moms and this year I want to do non working moms as well. But I happen to be connected to a lot of working moms. A working moms, just a mother's day email and I gave a sample about exact email we

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