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Build Your Own Referral and Tax Housekeeping
02/25/2010
PAM's Kristen Oliveri
Ask any wealth manager about how he gets new clients and chances are you hear “referrals.” But is that the most effective way to grow a wealth practice in this day and age? According to a recent WealthEngine white paper, building your business through referrals can be inconsistent at best, and the process itself is usually highly time-intensive and inefficient. Advisors should try building demographic and wealth profiles of prospects in their target markets and create a quick list of several issues wealthy clients may be concerned ...
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