To generate more high-level referrals, try hosting a simple, targeted educational seminar populated by clients and their friends.
Are you established in one or more niches? If so, youll be able to maximize this idea. If youre not established in a specific niche yet youll still be able to take advantage of it.
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