 Start socializing, find your focus, work at networking within your community and see improvement in your client relationships and client referrals."Brian Walsh, Manager of Partner Relations, Advicent Solutions. |
Summary: t’s no secret—more client referrals mean better business. In fact, a 2010 report by The Oechsli Institute found that 54 percent of affluent clients surveyed had made their selection of financial adviser as the result of a personal introduction. However, many clients find being asked outright for referrals to be off-putting or overly aggressive. With an increasing emphasis being placed on garnering client referrals and gaining client trust, how do you generate one without jeopardizing the other?
Be the first to comment on this Article
