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June 1, 2021 @ 12:00 pm - 1:00 pm EDT
Being a great financial counselor means knowing our limits and having a strong referral network to help clients meet their needs. Whether it be legal help, tax help, or even marriage counseling, creating a referral network is easier said than done, especially when best practice is to provide three recommendations for each referral.
Join us on June 1st as Katie Brewer, CFP®️ from Your Richest Life and Brandy Baxter, AFC®️, FFC®️ from Living Abundantly share helpful strategies to begin, build, and bolster your referral network.
Presenters: Katie Brewer, CFP®️ and Brandy Baxter, AFC®️, FFC®️