client referrals.
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”…
Referrals and Referral Systems
This is the transcript of Stephen Oliver’s Financial Advisor Marketing podcast Episode: Referrals and Referral Systems. Click here to listen or watch…
Effective Referral Systems for Financial Advisors with Stephen Oliver
Lee Milteer (00:00:00): Hi, everybody. This is Lee Milteer, and I’d like to give you an introduction to one of my favorite…
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…
Planning Marketing Events
Events should be a part of your marketing strategy. They’re one of the best ways to bring in new business. This is…
Why Client Appreciation Events Are Good For Business
Your clients need and want to feel appreciated. A number of studies show that more than 50% of churn is due to…
