Referrals with Certainty

13/09/2022 16 min
Referrals with Certainty

Listen "Referrals with Certainty"

Episode Synopsis

Referrals are the core of advisory firm growth. Without management, they can become an obstacle to productive growth. This session identifies the key elements required to make client referrals productive for all client-facing team members. It outlines the twelve steps in the Certainty Advice process to generate ideal opportunities for growth.