Updated Thursday, July 24, 2014 as of 12:57 PM ET
Practice - Practice Management
Referrals Alone Do Not Generate Enough New Business
by: Margarida Correia
Monday, February 11, 2013
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Contrary to what many assume, referrals do not automatically land advisors new clients. They’re rather the first step investors take to initiate contact with one or more advisors, according to research group Cerulli Associates. 

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