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Referrals refined, part 3: The ask and next steps

Referrals refined, part 3: The ask and next steps

How to make “popping the question” less anxiety-inducing through research, preparation and practice.

Referrals refined, part I: Identifying who can help grow your business

Referrals refined, part I: Identifying who can help grow your business

How to develop a process for determining which clients are most likely to be sources of qualified referrals.

Learn to See Yourself Clearly through the Johari Window EMEA

Learn to See Yourself Clearly through the Johari Window EMEA

Michael Futterman, Head of Knowledge Labs® Professional Development, shares how self-awareness can help put financial professionals on the right track to grow their business.