Six Ways to Identify Great Prospects

Presented by

Matt Anderson, Founder, The Referral Authority

About this talk

Want more prospects? The most important part of getting referrals is being specific about what you want. This session covers six ways to identify potential prospects so it’s easy for people in your network to endorse you.

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With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.