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Financial Advisor Marketing Ideas: Referral Scripts Galore

Written by Suzanne Muusers on December 1, 2021

Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]

Top 5 pieces of advice for new financial planners

Written by Suzanne Muusers on October 7, 2020

Top 5 pieces of advice for new financial planners If you’re here visiting my blog, chances are you’re thinking about making the jump to becoming a financial planner or financial advisor. Or, maybe you’ve already made the leap, and you want to make sure you have the best possible information […]