Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
This week, we are all in on client referrals. Our first piece is a blog that looks at measuring your referability. Next up is a piece that provides you with a referral roadmap. Our final piece provides tips to get referrals in order to grow your business.
Need a metric that allows you to measure the likelihood of a client recommending you? Check out this piece to help you measure your referability.
Every advisor wants to clone their very best clients. This piece provides a step-by-step guide on how to replicate your 10 best clients and map your referral strategy.
Referrals are imperative to a thriving advisory business. Learn to get the referrals you need to turn clients into advocates and prospects into clients with these 4 simple tips.