Real growth doesn’t happen in isolation — it happens through collaboration. Hamilton explains how he has built an advisory practice by developing powerful centers of influence who refer hundreds of clients each year and how you can apply his framework to make referring easy for your COIs.
Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.
