SHARING

I got this note today from Eric Harlington, a new CLA student.

“Quick update on my side. I already have two financial planner referrals this week and a meeting next week with a higher-level wealth manager I see as a future partner. I also just referred out three new clients who need to connect with a financial planner as they move forward with buying a home. Excited to keep building this out.”

I've been so busy with software. I apologize, but do share these with me. They help me tremendously, and it helps other people see how folks are gaining momentum with the program while they're still earning their CLA.