Dr. Chien will interview Jennifer Bacarella, AIF, CWS, on “How to Leverage COIs and Referrals to Grow Your Business?” on February 16, 2021, at 1:00pm PST. Many matured financial planning or service practices spend a limited amount on their sales and marketing. They leverage the Center of Influences (COIs) and referrals as a way of marketing. In […]