client referral.
Tools for Referral Systems
Good Referral Systems and Communication Strategies need good tools. Audio/Video Packages that get shared and create clients. Many years ago I spent…
A Communication Strategy for Your Clients
With financial advisors amidst a financial crisis, I find that some chuck whatever communication strategy they might have, jump under the table,…
Are You “Top of Mind” with Your Clients?
Be “Top of Mind” with your Clients. A big mistake is to assume that meeting with someone once or twice a year…
More than Word of Mouth
How are YOUR Referral Systems? Every struggling financial advisor says the same thing… “I get all my clients from word of mouth”…
Referral Systems for Financial Advisors and Wealth Managers
Lee Milteer (00:09): Everybody, this is Lee Milteer, and I’d like to give you an introduction to one of my favorite people…
How a Financial Advisor Developers a Referral Follow-Up Process Guide
When starting as a financial advisor, it can be challenging to find new clients. That’s why many financial advisors tend to start with…
