FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers



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How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers

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Welcome to The Fee Based Financial Planning Mastery Podcast™!

In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to establish direct referral relationships with investment counselling firms and portfolio managers that are ideal for your
clients.

This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more importantly, what’s not) in the world of financial planning. So, Subscribe for Free Now! My plan is to record a new episode on the 1st and 15th of each month. Subscribing today will deliver these episodes to you as soon as they are released.

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Episode Transcript





“Items Mentioned In This Episode”

  • LinkedIn Group: Fee Based Financial Planning Mastery
  • Evernote: Makes it easy to remember things big and small from your everyday life using your computer, phone, tablet and the web.
  • Evernote Essentials: The definitive getting started guide for Evernote.
  • Salesforce.com: We’ve tried them all.  And the hands down this is the industry leader in cloud-based CRM. (Get rid of those nasty, expensive servers)
  • Strava: Lets you track your running and riding with GPS, join challenges, share photos from your activities, and follow friends.

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