310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman

The Efficient Advisor: Tactical Business Advice for Financial Planners ›

36:30 | Sep 30th

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a u...Show More