$100M+ in New Annual AUM from Referrals with Jennifer Marcontell

10/09/2025 19 min Episodio 1

Listen "$100M+ in New Annual AUM from Referrals with Jennifer Marcontell"

Episode Synopsis

Jennifer Marcontell, one of Barron’s Top 100 Women Advisors, shares how she brings in over $100 million in new assets every year using a referral-driven model. Discover how she attracts ideal clients, builds strong partnerships, and creates a system for steady, organic growth. Visit www.xfa.coach to learn more!