Referrals

Too many advisers have damaging misconceptions about how to get influential people to send clients their way.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Advisers must work to build strong sense of trust among family members.

First impressions are crucial – even when it comes to workplace décor.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

The dingy office, even one that provides excellent service, faces an uphill battle.

6 steps to help advisors build strategic relationships that generate results.

Partnering with trusted local institutions may create a pipeline for growing your business

Analyze existing information to avoid sending a “please tell your friends about me” email.

An idea from an unexpected source –Rolls Royce–could make it easy for clients to help you.

Bring in suitable clients in the first place, so they can reel in similar prospects.

CPAs and lawyers grow weary of cold-calling financial planners seeking referrals.

Advisors who narrow their focus may find it pays off in terms of new clients.

Clever ways to build relationships with professionals in other industries can give your practice a boost.

A few clients in the right profession can lead to a whole book of clients who do the same thing.

When advisors plan unique events to gather clients and their friends, referrals follow.