09/02/2026
Most independent financial advisors understand the value of referrals, but far fewer understand how digital visibility influences who gets recommended and who gets overlooked.
Kohlberg Kravis Roberts ' Head of Consulting, Jeannie Underwood, explains why LinkedIn activity, social proof, and platform algorithms have become essential for staying visible, building trust, and attracting next-generation clients.
Watch the full episode on our YouTube channel 👉 https://youtu.be/GYAzR7M7m4w