Martin Dodd had 80% of his referrals being no good for his Wolverhampton advice business. So he decided to find out why, and how to turn that around...
"How do I get more referrals from my existing clients?" I often hear this from other financial advisers. But the question that needs answering is actually this - "How can I get more of the right quality...
Slendebroek CEO since 2014
For clients and social change
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According to Cicero report
Adds 24 staff, three offices and £275m AUA