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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
Sponsored by United Planners Financial Services
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.