referrals

Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)

September 21, 2023 walter@thirdwheelmedia.com Podcast, Season 5 0 Comments

Growing referrals and expanding the business organically is a goal for every financial advisor, and our guest today has developed a program in his practice that is responsible for the majority of his company’s bottom line revenue.

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S2 E4: Marketing Trends with Retirement Inside Out

November 3, 2021 walter@thirdwheelmedia.com Podcast, Season 2 0 Comments

A lot of advisors have seen growth in the past few decades and especially in the past few years. With these changes come new market trends and developments. We are mixing it up today and spotlighting Karl’s interview on another FIG podcast, Retirement Inside Out.

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