How Advisors Can Get Client Referrals By Identifying “Active Promoters”

Kitces · 2 years ago · 122 views

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars. However, finding reliable sources of referrals can sometimes be challenging forRead More... The post How Advisors Can Get Client Referrals By Identifying “Active Promoters” first appeared on Kitces.com.