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Keyword: Referrals

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If you make enough of an effort to connect with a client, you’ll become a core part of his support network.

  • By: Katie Keir
  • February 24, 2015 August 23, 2018
  • 05:59

Referrals are a good way to build business. And if it’s a family member of a current client, most advisors are willing to take on that person since he’s considered an extension of the same relationship.

  • By: Staff
  • February 6, 2015 August 23, 2018
  • 05:59

Regs dictate what you can and can’t do

You encourage friends, clients, neighbors and family to send you clients. What do you give back in return? Sometimes business leads fall on your lap. When considering several friends you could tell, how do you choose?

Jim Sanderson digs into his geologist past to carve a niche.

David Juniper had to change his style to serve vets.

Advisors did well last year, but have rising markets to thank.

  • By: Katie Keir
  • April 7, 2014 August 21, 2018
  • 09:01

These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident it’ll develop your relationship and could lead to referrals. Since you’re not a fashion insider, here’s how to deal.

Find untapped client sources to build your book.

How to use empathy to win over clients.

  • By: Katie Keir
  • February 7, 2014 August 21, 2018
  • 00:08