Be a Lean, Mean Referral Machine
publication date: Aug 28, 2012
This month's guest is Nate Bergeland, CEO of USAdvisors Network. Nate is here to tell us about Referral-Pod, a system he created to track the success and progress of an Advisor's referral efforts by automating the process. No more Excel spreadsheets, emails and sticky notes. You can track your referrals in real time from anywhere. He'll explain to you how to modernize and automate the referral process. This webinar was so well-received that we invited Nate back for a demonstration and walk-through. Listen in for some great information.