Barron's Advisor

Alexandra Miele: 'Sphere of Influence' Is the New Referral Marketing

Aug 15, 2023
Learn about 'sphere of influence' marketing and how it is redefining client acquisition. The guest discusses starting in the industry during the financial crisis, working with key spheres of influence, active communication for good client fit, training the next generation of advisors, and proactive client communication and collaboration with advisors.
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