Business

How to Get Referrals From Financial Advisors

Think Bigger Real Estate by Justin Stoddart | Stephanie Peck

Oct 8, 202500:29:18Business

In this episode, I interview Jim Effner , founder of P2P and former Northwestern Mutual leader. We discuss how real estate professionals can build powerful referral partnerships with financial advisors and why technology...

About This Episode

How to Get Referrals From Financial Advisors is an episode from Think Bigger Real Estate by Justin Stoddart | Stephanie Peck. In this episode, I interview Jim Effner , founder of P2P and former Northwestern Mutual leader. We discuss how rea...

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Published Oct 8, 2025, 00:29:18 long, audio available.

How to Get Referrals From Financial Advisors

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