new advisor referrals

All posts tagged new advisor referrals

Acquiring Referrals During and Post-Crisis

by Tiffany Markarian

There are many effective strategies for acquiring referrals and introductions from your existing clients and relationships. This holds true even in down markets or a crisis. The key is to not come off as optimistic or tone deaf, especially when your client is expecting you to focus on their needs during a crisis. What you can do is socialize the conversation and express your willingness to help people like them during this time.

Read More
Tiffany MarkarianAcquiring Referrals During and Post-Crisis