• “Advisor Catnip” & What If You Could Get Referrals Without Even Asking?

  • Nov 14 2023
  • Length: 59 mins
  • Podcast

“Advisor Catnip” & What If You Could Get Referrals Without Even Asking? By cover art

“Advisor Catnip” & What If You Could Get Referrals Without Even Asking?

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  • Summary

  • Hear how Touchstone veterans Matt Campbell and Kurt Dupuis use "advisor catnip," aka creative Q&A to keep in mind when working with financial professionals. Referral guru, Stacey Brown Randall, joins to discuss her remarkably unique perspective on the referral process, from generating leads to nurturing and ultimately converting them.
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