This is a quoted statement on getting referrals by Bill Cates, president of Referral Coach International, Laurel, Md.
Source: Bill Cates, president of Referral Coach International, Laurel, Md., in a March 2009 Web Exclusive article posted by National Underwriter Life and Health. See his article here
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Have you ever thought about when a client should draw cash from a non-qualified annuity?
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Merchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
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The agents can draft pitch decks for client meetings, review financial statements and escalate cases for compliance reviews.