Browsing articles in "Client Referral"

What Goes Into a Referral Marketing System?

Jul 13, 2017

Research shows that the top referral-getters have a relatively structured referral marketing system. As Stephen Wershing of The Client Driven Practice notes, that system hinges on getting the right message out and measuring the results.

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Life, Legacy and the Pursuit of Your Clients’ Kids

Jul 11, 2017

How do you create an opportunity to get in front of your clients’ kids so you can demonstrate your true value to them? This week’s guest blogger, Abby Schneiderman, Co-CEO of Everplans, has some thoughts about facilitating discussions that may help open a door to the next generation.

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The Elements of Referability

Jun 29, 2017

If you’re not getting the referrals you think you deserve, you may need a new approach. We’ve been researching the “elements of referability,” and are now sharing what we’ve learned.

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Shorts: On DOL, Talent Pools, Doing Your Homework and Getting Out

May 25, 2017

Memorial Day is upon us – seems like a good time to grab a pair of shorts (or 4). Today’s “shorts” touch on the DOL and its ramifications, as well as doing your homework (maybe even while you are out of the office).

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Shorts: On Rules, Rhoades and Referrals

Fee-based business is up; transaction-based is down (thanks, DOL Rule). I finally caved to the podcasting craze – referral-based content that did it. Here’s what I’m reading (and listening to) this week.

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One Millennial Compares Investing Options: How Did You Fare?

Apr 25, 2017

A friend of mine had some money to invest, so she decided to explore her options. Her online research tells a story that’s probably not unlike other consumers. So did she pick you?

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4 Ways to Create Positive Client Experiences (and Get More Referrals)

Apr 13, 2017

If you want better and more frequent referrals, you have to give your clients a reason to think of you. Better service is one way to do it. You just need to change the focus from what you can’t control to the things you can.

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Advisors: Just How Referable Are You? Find Out

Mar 23, 2017

Most advisors want to grow. Most grow by referrals. If you want help identifying where you can focus your efforts to attract more referrals, now is your chance.

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9 Ways Communicating Your Brand Pays Off

Mar 16, 2017

There’s real, tangible value in communicating your brand. When you show people who you are and tie it to what you can do for them, it makes a compelling case to do business with you.

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Building Your Brand to Get Quality Referrals

Are you happy with the quantity and quality of referrals you’re getting? If not, the issue may lie with the way you are branding (or not branding) yourself. Today’s guest post from Tactibrand’s Kirk Lowe sets the table for an ongoing series on advisor branding.

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