Top Advisor Podcast

Top Advisor Podcast


Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®

October 27, 2021

Advisors often ask, “Is it possible to build my business that runs by referral only?” The answer is, yes!  However, not every advisory team has been able to create a “by referral only” business where the quantity and the quality of clients have been exactly the right fit. Are you getting enough in-segment clients through … Continue reading Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP® →


loaded