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Multiplying Your Reach Through Professional Relationships (Audio)


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How would you like to have three to four people prospecting for you every week without adding to your payroll? Wouldn’t you like to already know that the prospects you are seeing know your value and need what you have to offer? By working with other financial professionals including CPAs and Investment Advisors, you can multiply your reach and grow your firm faster. In this session we will identify healthy professional relationships, introduce tools to successfully position yourself and build a network of like-minded professionals, and leave you with actionable techniques and tips to begin working with other fiduciaries to grow your business.

Includes: MP3 audio file and PDF of PowerPoint presentation.

This was 1 of 19 elder law breakout sessions at Symposium 2017.

Recorded live: October 2017, Symposium 2017 (Hollywood, California)

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS section. Audio and materials for each session are downloadable.