The new year is traditionally a time when presidents put the finishing touches on their business plans and begin working on their goals for the year. Recent surveys indicate that many financial advisors are counting on increased referrals for a significant portion of their business development plans. How successful those efforts will be is determined in large part by how well those strategic plans are written.
If referrals play a key role in your marketing plans for the year, here are some key elements that must be addressed:
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