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David Batchelor, Dip PFS, CFP
David Batchelor, Dip PFS, CFP
in Top of the Table Annual MeetingOct 22, 2022

Generate massive growth with a specific referral system

Batchelor explains the seven lessons he learned that allowed his firm to have massive expansion and the trigger that caused it. He also shares the nine dials of performance that can guide your practice to specialize in financial advice rather than just being a firm of financial advisors.
Fact-findingReferrals
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Author(s):

David Batchelor, Dip PFS, CFP

David Batchelor, Dip PFS, CFP

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