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The Advisor Lab by CION

Nov 29, 2021

How do you give someone the Ritz Carlton experience? We’re joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that’s grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster.

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