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Date:
June 1, 2021
Time:
12:00 pm - 1:00 pm
Website:
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Venue

Webinar / Online Meeting
Online Meeting

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Topics
Member Meet Up
Eligibilities
AFCPE Member Only
Sponsors
AFCPE
CEUs / Credits
0.0
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This program is a non-CEU event.
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AFCPE Webinar
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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®️