When you entered this industry, I'm sure one of the tips you received was the importance of networking with other professionals. In our line of work, it's only natural to connect with CPAs and Attorneys. Working with them as part of a client’s trusted team is important and they should be valuable sources of referrals. Unfortunately, it often turns into a one-way street—outgoing referrals without reciprocation. In this episode, we sit down with Matt Green to discuss how he effectively holds centers of influence accountable and establishes mutually beneficial relationships.----- ----- -----This podcast is for financial professional use only and not for use with the general public. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it. Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.Copyright 2023 Creative One Marketing Corporation.

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