Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®

Advisors often ask, “Is it possible to build my business that runs by referral only?” The answer is, yes!  However, not every advisory team has been able to create a “by referral only” business where the quantity and the quality of clients have been exactly the right fit. Are you getting enough in-segment clients through … Continue reading Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP® →