Many financial advisors like to keep an arm’s length distance between themselves and their clients, keeping everything strictly on the professional level. But many of the most successful financial advisors are doing the opposite. In this episode, Referral Coach Bill Cates, CSP, CPAE is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester … Continue reading Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®
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