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LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.
January 19 -
By deepening relationships with clients, a goals-based approach can lead to more business.
January 18 -
Going the extra mile in client service can help attract quality referrals.
January 17 -
Organizing meetings with a client’s other advisors can impress outsiders and spark more business.
January 15 -
Not every referral will turn into a worthwhile client, so savvy screening makes sense.
January 13 -
How to get them to offer unsolicited praise in a social setting.
January 11 -
Playing nicely with CPAs can help advisors land new clients.
January 10 -
Don’t be too ‘salesy,’ but rather highlight advice and expertise.
January 8 -
Some advisors set up expectations during the onboarding process.
January 7 -
In order to gain the most referrals, it is no longer enough to just cultivate a niche.
January 5