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Veronica Karas
Senior Financial Advisor at CAPTRUST overseeing $360 million in assets under management for 200 households.
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Nov 7, 2023 • 1h 31min
Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients With Veronica Karas
Veronica Karas, a Senior Financial Advisor, shares her 3-question method for generating referrals from clients. She also discusses onboarding new clients, the firm's structure for associate advisors, and her commitment to ethical practices. Other topics include lead generation strategies, managing a large client base, and building relationships with institutional advisors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode