Ed. Note: This article first appeared in Forbes Nearly all financial advisors are looking to grow their practices by cultivating the wealthy. There are a number of ways they can effectively bring in new affluent investor clients with referrals topping the list. One kind of referrals entails current wealthy clients referring their family, friends, and peers.
[Read More …]
Swing Man Golf - Swing Man Golf
via Tumblr Marketing: How Leading Financial Advisors Generate Affluent Client Referrals
Write something about yourself. No need to be fancy, just an overview.