Compliant Social Media Marketing Solutions for Financial Advisors
Word-of-mouth. It’s often called the most valuable form of advertising—with good reason. A word-of-mouth referral from a friend, colleague or industry expert can go a long ways, and provide all the impetus necessary to contact the person or firm being recommended. After all, who better to give your name to a potential client—than someone they know and […]
One of the most successful strategies for giving clients a reason to immediately refer is an event we call, “Don’t Miss the Boat.” It’s similar to a client appreciation event, but the only people invited are those clients that have already refer others to your firm. To start, set the date for the event […]
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