Stephen N. Mathieu, CLU ChFC RHU

President · Legacy Financial Solutions, Inc.

Not getting enough referrals? Is your business where you want it to be? In this session, Stephen Mathieu will open your eyes to the simplicity of getting referrals with proven, time-tested strategies that you can implement in your business today. Learn some tips and techniques that have been mastered by many members, allowing them to rise from mediocrity to becoming an elite producer in the Insurance and Financial Services industry.

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Speaking history

NAIFA Congressional Conference

18 May 2026 Washington, DC, United States “Turning Your Top 20 Clients into Raving Fans and Top Line Referral Sources”

Sectors

Financial Services

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