The Best Referral Sources for Financial Advisors

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Every financial advisor wants more referrals. But asking clients directly can feel slimy, scammy, and salesy.

So what’s the solution?

In this video, Snappy Kraken’s CEO Robert Sofia reveals the best referral sources for financial advisors.

Want to learn more?

Get your hands on our State of Digital report to explore the latest tactics shaping financial advisor marketing in 2024.

You can check it out here:

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