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Jun 08 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.

By Heather Lindsley, LUTCF, RICP

Topics covered