2 Minutes on BrightTALK: How to Make Referrals Your #1 Source of Growth

Presented by

Neal Simon, CEO, Highline Wealth Management

About this talk

Neal shares how Highline has been able to make referrals the #1 source of growth for their firm.

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.