They’re also the people who would be good advocates for your business. These are the ones who represent what you’re looking for in prospective clients. ![]() Before you start requesting referrals, make a list of your top wealth management clients. The key to successful referrals is to be selective in whom you ask. Are your current clients happy with the services you’re providing them? Good for you! Time to convert existing client satisfaction into new business growth. Word-of-mouth continues to be one of the most powerful forms of how to find clients as a financial advisor.
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