Today’s customer doesn’t trust you. They don’t want to be sold the idea of your brand. They want to hear from real people about how you helped them, plus what you got wrong and right. At the same time ...

Forbes contributors publish independent expert analyses and insights. Jack Kelly covers career growth, job market and workplace trends. Jan 11, 2024, 11:16am EST Jan 11, 2024, 12:21pm EST This article ...

It is widely recognized within the wealth management industry that accountants referring their clients is an excellent way to grow a practice. At the same time, relatively few wealth managers ...

There are many distinctions between good salespeople and great salespeople. Great salespeople have a habit of asking for and getting referrals. And they do it consistently. In the wise words of hockey ...

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Referrals are great, but then you still need to convert them into clients. Here are some pre-vetting and first-contact techniques to accomplish that. This might seem elementary, but it’s worth noting ...

Referrals can be invaluable to your advisory business when you're working on building a solid client base. Getting those referrals can be challenging, however, if you're not tapping into the various ...

I don’t believe advisors should ask clients for referrals in the traditional way they have been trained to do so in our industry. For years, advisors were encouraged (by consultants, coaches, and firm ...

It is pretty accepted that our practices are best grown through referrals, and that beyond our clients it is important to cultivate centers of influence (COI’s) such as CPA’s and estate attorneys.