Pop quiz: What's the single best source of new business in your practice? If you answered "my existing clients," you're in good company. In fact, 95% of RIAs say that introductions from their current clients are very important in sourcing new clients, according to the latest research by my company, CEG Worldwide. No other source of new business ranked as high.
Even better, the majority of RIAs surveyed told us that such introductions resulted in their five best new clients during the previous 12 months.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access