TITLE

Referrals 2.0

AUTHOR(S)
Wershing, Stephen
PUB. DATE
July 2011
SOURCE
Journal of Financial Planning;Jul2011 Practice Management Solutis, p6
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on the methods used by financial advisers to attract clients in the U.S. The financial advisers used the demographics, profession and investable assets in identifying prospect clients. It cites the need for financial adviser to show their prospect clients on their capacity to solve various problems and to avoid using the direct referral strategy. The indirect referral strategy can be done by asking for advice or proposal from clients that will reinforce the advisers' importance.
ACCESSION #
62826781

 

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