sphere of influence

Apr 25, 2024 12:05 pm

Create a Sphere of Influence to Receive Ideal Referrals (Part II)

By Steve Sanduski, CFP®|2024-04-25T12:05:04-05:00April 25th, 2024|Categories: ROL Blog|Tags: alexandra miele, Life-Centered Planning, referrals, sphere of influence|

In Part II. Alexandra Miele explains how her Sphere of Influence generates high-quality referrals.

Apr 11, 2024 11:00 am

Create a Sphere of Influence to Receive Ideal Referrals (Part I)

By Steve Sanduski, CFP®|2024-04-25T11:00:18-05:00April 11th, 2024|Categories: ROL Blog|Tags: alexandra miele, Life-Centered Planning, referrals, sphere of influence|

Alexandra Miele explains how she meticulously built a Sphere of Influence that consistently provides her firm with high-quality referrals.