Complete Advisor

Maximizing Referral Relationships

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.

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