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Cornerstones to Growth: Referrals and EducationCornerstones to Growth: Referrals and Education

Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.

June 24, 2024

 



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Trent Bradshaw and Brandon Rogers share their success story in fostering a loyal client community by keeping their clients informed and educated through open channels of communication. Their secret weapon? A strong team, including a marketing director and a team leader who keeps business running smoothly.