Strategies to Systematize Client Referrals
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Financial professionals often share that one of the biggest challenges they have is having a consistent system for gaining referrals from clients – WHY IS THIS SUCH A CHALLENGE? Advisors need a system and process to make it easier.

When: Friday, February 14, 2020
12:30 - 1:30 pm
Where: Presentation via Webinar
United States
Presenter: Steven J Zimmerman , Regional Investment Consultant – Central Valley- Thrivent Mutual Funds
Contact: Kristin Prine
(303) 867-7185

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Steven Zimmerman from Thrivent Mutual Funds will be presenting Strategies to Systematize Client Referrals


Objectives for our session:

  • Count on top clients for “the right” referrals. 
  • Systematize referral system.
  • Streamline with social media.
  • Implement a follow-up plan using a conversion chart

1 CFP CE pending



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