DiscoverPracticeLabHow to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial
How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial

How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial

Update: 2025-04-22
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Do you have a defined referral plan? Do you get as many referrals from CPAs and attorneys as you send to them? Have you segmented your book by how likely clients are to refer people to you, not just their net worth? Molly Bennard is the president of international operations at Focus Financial, a firm with over $400B in AUM (as of December 2024). She joins Capital Group practice management consultants Jon Wainman and Max McQuiston to help advisors create, improve and execute their client and center of influence (COI) referral plans.

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How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial

How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial