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Alessandro M. Forte, FCII, CFP
Alessandro M. Forte, FCII, CFP
in Annual MeetingJun 12, 2024

How to use fact-finding to get multiple referrals from every client

Many advisors struggle to grow their business through referrals. With answers that will surprise you, Forte busts the myths around when and how to ask, and what to do with the four to six names you will receive from every new client meeting. 
Fact-findingReferrals
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Author(s):

Alessandro M. Forte, FCII, CFP