referral follow up process

19

Feb

The Art of the Referral Follow up Process for Financial Advisors

When you’re trying to grow your business, client referrals can be one of your best resources. You get the benefit of trust between colleagues or friends, and you can avoid the discouraging cold call process. But once you get a referral, it’s your job to wow the potential client and land the sale. Having a strong referral […]

Differentiate Yourself as a Financial Advisor

19

Feb

How to Differentiate Yourself as a Financial Advisor

According to a recent poll, 63% of investors feel that every financial advisor makes the same promises. This makes it difficult for them to distinguish between the services offered or — even worse — to choose an advisor that stands out as unique. Whether you’re marketing to businesses or individual investors, it’s vital to differentiate yourself as a financial[…]