It is widely recognized within the wealth management industry that accountants referring their clients is an excellent way to grow a practice. At the same time, relatively few wealth managers ...

Referrals are a great form of business leads. The easiest way to get new clients is through referrals from existing customers. People prefer to do business with people they know and trust. When a ...

Artificial intelligence is fast becoming a source for new client leads—as more people use the technology to research complex accounting and finance questions, public models like ChatGPT have started ...

Used with purpose, referrals have a way of creating serious sales momentum. That’s why leading with referrals is a gold standard of sales fundamentals. What follows is an overview of what leading with ...

Referrals are the name of the game. Regardless of the market, everyone is looking for more business. So, are you getting referrals? According to STRATMOR data, only 15% of borrowers choose lenders ...

There are many distinctions between good salespeople and great salespeople. Great salespeople have a habit of asking for and getting referrals. And they do it consistently. In the wise words of hockey ...

Referrals are great, but then you still need to convert them into clients. Here are some pre-vetting and first-contact techniques to accomplish that. This might seem elementary, but it’s worth noting ...

We all are reeling from the gimmicks and shock unleashed on the public by the meteoric rise of ChatGPT and its ability to imitate humans while giving many of the populus direct contact to AI for the ...

Advisers hoping to generate more referrals from clients have to overcome the underlying problem that people are reluctant to recommend their trusted financial professionals to others. About 83% of ...

It is pretty accepted that our practices are best grown through referrals, and that beyond our clients it is important to cultivate centers of influence (COI’s) such as CPA’s and estate attorneys.