Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
This week, we are drilling down on the subject of referrals. First up is a piece that outlines how advisors can systematize their referral process. Next, we have a piece that looks at how to ask for referrals. Our final piece for this week covers how to overcome being uncomfortable with the referral process.
Building a referral system doesn’t have to be a huge undertaking. This blog provides a step-by-step process to automate your referrals.
This quick video provides a proven guide to help advisors to boost referrals. Don’t miss it!
This author says don’t ask for referrals, instead ask for recommendations. Watch this video to learn the difference.