Displaying 4 results
Ways to network better with CPAs
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
3 ways to jump-start your growth in 2024
As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.
RIAs need to get past their fear of asking for referrals
Research shows most new clients come directly from referrals from existing clients, yet most advisors are reluctant to ask for referrals.
Advisory firm looks for clients right before they need advice
Michigan-based Innovia Wealth concentrates on entrepreneurs who are on the brink of striking it rich.
