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Video: What Can an Advisor Do with a Referral They Don’t Want to Work With?

by Daniel McCarthy  January 28, 2021


From TMR’s MasterAdvisor Series 19: How to Set Boundaries with Clients, Angie Rice of Boutique Travel Advisors spoke to TMR’s Dan McCarthy about how travel advisors can deal with a situation where a referral comes in but an advisor doesn’t want to work with the client.

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