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Results: 3

Working with other professionals: A referral source that doesn’t stop

Heather Lindsley, LUTCF, RICP

Jun 8, 2022

Working with other professionals: A referral source that doesn’t stop

Learn how to find centers of influence, such as accountants, to work with and how to leverage the relationship for referrals. Listen to Court of the Table member Heather Lindsley discuss how more than 60% of her referrals come from her centers of influence.
Why financial advising matters

Andreas T. Dailey Sr., CLTC; Aaron L. Hammer, LUTCF; Heather Lindsley, LUTCF, RICP

Jul 27, 2022

Why financial advising matters

Three MDRT members share how they personally came to understand the importance of being a financial advisor, having life insurance and being involved in mentoring. They were inspired by their histories and the people who made a difference in their lives.
Green means go

Heather Lindsley, LUTCF, RICP; Susan Robertson; Remigiusz Stanislawek

Sep 1, 20227 min

Green means go

Changing the highlighter color increased this advisor's closing ratio.