To get valued referrals from other professionals, financial advisors should “play quarterback.”

That is, invite a client’s other advisors to an overall planning session frequently or when circumstances change. The other professionals may be impressed by the advisor’s capabilities and send clients in the future.

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

Don't have an account? Register for Free Unlimited Access