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Juan Ros, CFP® Presents On Referral Strategies at Advisor Event

Juan Ros, CFP®, financial advisor, led a presentation on October 12 at Forum Financial's semi-annual Advisor Summit for all Forum advisors nationwide. Juan's presentation, "Asking for Referrals: The Conversation You Love to Hate," provided attendees with strategies to increase referrals from existing clients as well as other professional advisors. Juan's experience as a ProVisors member was presented as a key element of his business development strategy!
Oct 12, 2021