Unveiling the Referral Elixir: George M. Transformation from Accounting to Advisory

In this episode of Advisors Unscripted, George M. talks about how working as an accountant prepared him for financial planning. He also discusses the importance of being relatable to people, the large role referrals play in his business, whether on the C.P.A. or finance side, and the correct way for an advisor to ask for them. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.   Advisors Unscripted is hosted by Justin Woodbury. New episodes every Monday! Please subscribe, rate, and review!       Listen on your favorite podcast app.   Head to www.AdvisorsUnscripted.com for more information about the podcast and opportunities for advisors to appear in episodes.   Follow Us on Social Media! Facebook: facebook.com/advisorsunscripted Instagram: Instagram.com/ advisorsunscripted Twitter: twitter.com/advsrsunscrptd LinkedIn: linkedin.com/ company/advisorsunscripted   *The contents of this podcast are for: Financial Professional Use Only. Insurance-only agents are not licensed to offer investment advice.