Lighthouse

Invariably, industry research identifies Growing the Practice as the number one goal of wealth managers.  Yet, when queried about the steps they are taking to achieve this goal, respondents most often answer with "getting more referrals".  But what is their plan to accomplish this and why hasn't it worked in the past?

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If your goal is to grow your practice through referrals, let Lighthouse show you a best-practices process culled from years of working with high-performing wealth management professionals.