Referrals are one of the main engines of growth at registered investment advisory firms, and any industry professional, new or seasoned, will attest to that.
But how to corral deeply researched leads consistently is the question. The key, says Fidelity Investments, is to develop a polished approach, which is what the firm has done with its Referral-EDGE. It is a new Web-based tool developed that is supposed to help advisors expand business at their practices by unearthing client prospects and networking opportunities.
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