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How Advisors Can Connect and Collaborate with Attorneys
Manage episode 331201791 series 3335590
As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose. Listen in as they
The post How Advisors Can Connect and Collaborate with Attorneys appeared first on Kuttin Consulting Group.
100 つのエピソード
Manage episode 331201791 series 3335590
As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose. Listen in as they
The post How Advisors Can Connect and Collaborate with Attorneys appeared first on Kuttin Consulting Group.
100 つのエピソード
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