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Monthly Archives: June 2020

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Why Do Financial Advisors Keep Asking for Referrals to Unicorns?!?

  • Post published:June 3, 2020

My last blog was on why "Why Referrals Rock At The Top Of The Funnel".  Today I am going to dive deeper into why referrals don't get used there by…

Continue ReadingWhy Do Financial Advisors Keep Asking for Referrals to Unicorns?!?

Why Referrals Rock at the Top of the Funnel

  • Post published:June 2, 2020

  There is nothing, I repeat nothing, more valuable when marketing to the 'top of the funnel' as a Financial Advisor than referrals.  The top of the funnel is comprised,…

Continue ReadingWhy Referrals Rock at the Top of the Funnel
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