Browsing articles in "Client Referral"

Sales & Onboarding – Are You Ready to Dive In?

Mar 25, 2013

I hope so. Today, we  launched the long-awaited premiere of Sales & Onboarding – Your Last Chance to Make a Good First Impression to those of you who registered to [...]

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Referrals: Why (or Why Not) Ask Why?

Jul 10, 2012

When two people offer differing opinions, it can be good for everyone. In the case of referrals, it can be great. Any opportunity to get more prospective clients in the [...]

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Referrals (Or, How I Got Someone’s Uncle Fired)

Most advisors will tell you that they get a majority of new business from referrals. Most will also tell you that they do an extremely poor job of asking for [...]

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What T-Ball Can Teach Us About Running a Successful Advisory Practice

The t-ball season is about to come to an end for my youngest son and it can’t come fast enough for his coach (me). This year’s squad of five year [...]

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Referrals: Say This, Not That

May 18, 2012

The following is a guest blog post by Paul Kingsman, a professional motivational speaker and executive coach for the financial industry.
Even seasoned advisors struggle with asking for referrals. You [...]

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Become a Great Advisor Using Client Feedback

The following is a guest blog post by Julie Littlechild, President of Advisor Impact – a firm devoted to helping financial advisors evaluate and improve client profitability by delivering an [...]

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4 Ways Advisors Can Boost Client Referrals

Jul 28, 2011

A few weeks back I was fortunate to co-host a webcast with Julie Littlechild, President of Advisor Impact called “Turbo-Charge Your Referral Process.”  In it, we discussed four ways to [...]

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