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Webinar | Wed, Feb 27, 3:00 PM CST
Are you an advisor hesitant to ask your clients for referrals? "Preferrals" is a framework designed to help advisors overcome their apprehension of asking for referrals.
Coming off the announcement of their new integration, users of Oranj and Redtail can leverage improved workflows when connecting with clients and prospects, as well as managing the investment strategies they oversee.
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