Member Meet Up: How to Begin, Build, and Bolster a Successful Referral Network
Webinar / Online Meeting Online MeetingBeing 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 […]