Displaying 6 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.
Dave Ramsey takes a jab at advisors’ future clients
Targeting a group who could turn into financial advisors' clients is a dubious marketing strategy, executives said.
SmartAsset woos growth-focused advisors with new platform
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
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.
How to generate more CPA referrals
To be referable to the clients of CPAs, you need to be recognized as being a top 2% financial adviser. Are you?
