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What are the ABCs of becoming a family agent [Shalyn Lee, BSc, CIAM]

Shalyn Lee, BSc, CIAM

Dec 8, 2023

What are the ABCs of becoming a family agent?

Intentional referral is integral when it comes to becoming a family agent. Find out how Shalyn Lee, BSc, CIAM establishes herself as a family agent with three important steps.
The ABCs of becoming a family agent

Shalyn Lee, BSc, CIAM

Jun 28, 2023

The ABCs of becoming a family agent

Just because you work with a client doesn’t mean you will automatically be referred to their family members. A referral is intentional, Shalyn Lee, BSc, CIAM says. She identifies the importance of being your client's family agent and three targeted referrals methods to become exactly that.