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FAAA Master Class Series 2023: Building A Client-Centred Practice – The Referral Code

September 26, 2023 @ 12:00 pm - 1:00 pm AEST

We have found that financial professionals often recognize that lawyers and accountants have clients that they would like to have themselves. However, cracking the code on how to build a strategic partnership that leads to a steady flow of referrals can be difficult and frustrating. “The Referral Code” is the culmination of years of research on how top financial professionals have succeeded at this process as well as our own field level experience coaching financial professionals on this topic.

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Details

Date:
September 26, 2023
Time:
12:00 pm - 1:00 pm AEST
Event Categories:
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Website:
https://faaa.au/financial-planning-education/masterclass-series/

Organiser

FAAA
Phone
1300 337 301
Email
events@faaa.au
View Organiser Website
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