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I invite you to a one-hour Referral Strategy Consultation with me. It’s your best next step toward implementing a strategy that works for you. We'll focus on your specific business needs.
When you register for the consultation, I’ll send you an intake form with a link to my calendar. Your responses on the form prepare both of us to make the most of our time together.
Secure payment of $247 USD through Wave business accounting system.
It doesn't happen by chance. It happens by strategy. Get The Financial Advisor's Client Referral Roadmap to strategize for more and better clients. It's easier than you think.