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Referrals
Video
What I learned from my first client
“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.
How to turn a name drop into a referral
Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.
Is writing a book worth advisers’ time and money?
Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.
Voices
Why asking directly for referrals isn’t a smart idea
Craig Faulkner
CEO
FMG Suite
Asking outright can be tricky and uncomfortable; use these market strategies instead.
How to get the most referrals out of a professional network
Advisers should leverage these relationships to reel in clients.
Voices
Want to set your practice apart? Identify the ideal client
Ken Robinson
Owner
Practical Financial Planning
Finding a niche is all well and good, but there are benefits to getting even more specific.
Spark growth by adopting top-to-bottom segmentation strategies
Firms that try to be all things for all clients may end up struggling.
Voices
What 'Wedding Crashers' and speed dating teach advisors about networking
Bryan Kuderna
Investment Adviser
Kuderna Financial Team
Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.
Should I ... write a book?
It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.
Do away with minimum asset requirements
That prospect with $200,000 might have several friends with $750,000 in assets to refer.
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