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Member Meet Up: How to Begin, Build, and Bolster a Successful Referral Network

Webinar / Online Meeting Online Meeting

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 […]