Jan 30, 2013

Building a Profitable Practice in the Digital Age – Part 3

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Stephen Wershing, President and CEO of The Client Driven Practice™ – better known as the “Referral Doctor” here on Financial-Planning.com – says advisors can generate more and better referrals if they stop asking for them. He expands on what Farrell and Littlechild said in their prior video interviews, by telling advisors how to use technology to connect and engage. Click to download the corresponding white paper transcript.