Few professional advisors have cracked the code when it comes to consistently attracting referrals from other influencers and rainmakers who are not clients. In this session Duncan MacPherson will lay out a processes to guarantee referrals are a two-way street.

During this session, Duncan will discuss:
• How to position a referral process as a service you provide
• How to delineate and position your process to strategic partners
• How to contrast yourself favorably with other advisors

Watch the replay on ParetoAcademy.com/Recorded-Webinars