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    Five Ways to Build a Referral Network with Centres of Influence

    Your centres of influence (COIs) are your more profitable sources of referral business. Lawyers, accountants, mortgage brokers and realtors are the top ones, and some advisors even use other advisors with a specialized niche. You need to be proud and confident that when you ...

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    Topics: client referral strategy for financial advisors, how advisor can generate referrals, Marketing

    Advisors: Increase client retention and referrals with higher yields

    Getting new clients is hard. And once you've got them how do you keep them? Attentive customer care is important but ultimately it's about delivering good results. This article describes how the covered call strategy can be used by financial advisors to attract new clients and ...

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    Topics: client referral strategy for financial advisors, covered calls for advisors, increase client retention rate, Sales Ideas

    August 6 2010, Friday links and blogs roundup

    Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

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    Topics: client referral strategy for financial advisors, digital marketing for advisors, financial advisors use of LinkedIn, finra regulations for advisors, General, Social media for financial advisors