From IRIS
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Summary: When it comes to generating new business, most professional services firms rely on referrals. In fact, according to our study of 530 professional services firms, generating referrals ranked highest in terms of current marketing priorities.
From Finacial Planning
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Summary: For years, registered investment advisor Birch Cove Group operated a solid business serving high-net-worth clients in a Minneapolis suburb. Two years ago, the firm decided to move to a tony office on the 25th floor of the US Bancorp headquarters tower in the downtown business district of the city itself.
From WealthManagement.com
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Summary: In his time after basketball, Wooden produced a number of noteworthy books on the topic of leadership and success. If you haven’t read any of them, “Wooden: A Lifetime of Observations and Reflections On and Off the Court” is a great place to start. Here are a few excerpts that we thought had particular meaning for financial advisors.
From InvestmentNews
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Summary: Most advisers depend on referrals to provide the majority of their business growth, and some have uncovered best practices to get more client recommendations flowing in from other professionals. Spectrem Group conducted in-depth interviews with 25 accountants and 25 attorneys to find out the secrets of working with these centers of influence.
From IRIS
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Summary: In this day and age, having a presence on this giant of a social media platform is crucial to the success of your business. Twitter provides a medium that enables advisors to connect to their target audience and helps them to reach new prospects.
