How Advisors Can Connect and Collaborate with Attorneys
Jun 9, 2022
43:52
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose. Listen in as they
Quantum Growth for Financial Advisors