Episode Details
Back to EpisodesC4G Shorts: Beneficiary Accounts Ep. 63
Published 9 months, 1 week ago
Description
In this episode of C4G Success Shorts, host John Kailunas II welcomes industry leader Kevin Berwald to discuss the strategic importance of beneficiary accounts. Kevin shares insights from his book, "Get More Referrals in Less Time," and emphasizes the value of building relationships with clients' beneficiaries to secure assets and generate referrals.
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