Now Is a Good Time to Get Referrals

MacPherson, Duncan
January 2010
Journal of Financial Planning;Jan2010 Practice Management, p10
Academic Journal
The article offers information on how a good financial adviser can increase his referral by increasing his ability to increase refer-ability. It states that in order to have a countless business development, adviser should have a focus especially on time. It also suggests that as a financial adviser it is necessary to have client-driven activities. It also notes that when questioning the client, the question should reflect the sincere concerns of the clients. Further, several points that are significant in providing products and services are also discussed.


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