The text that turned into a $2 million referral

 In Interview Coverage

David Port of LifeHealthPro.com includes Joe Heider, president of Cirrus Wealth Management, in an article about generating new business through referrals. “If you have happy clients and centers of influence that feel comfortable referring to you, they’re on the lookout, in essence. They’re your extra eyes and ears, an extension of you and your firm,” he says.

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