Session Details: Symposium 2019

During this session, we’ll discuss five critical mindsets for building meaningful relationships with financial advisors who may be (or become) your biggest referral sources. Regardless of where you are in your career, these mindsets will help you unlock hidden potential in these relationships, resulting in more referrals and better service to your mutual clients. Along the way, we'll discuss action-steps so you can return to your office ready to create and enhance relationships.