The ClientWise Blog

Unlocking the Gate: 5 Key Referral Criteria

Posted by Ray Sclafani on Jul 29, 2016 9:13:21 AM

Why is it that some advisors seem so successful at building a Professional Advocate Network of attorneys, CFPs and estate planners, while other equally capable advisors struggle? Much of the disparity comes down to a simple matter of better understanding the audience, their needs and most importantly, their concerns. 

Read More

Enjoyed this article? Click here to subscribe!

ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Client Acquisition, Professional Advocate Network