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Keyword: Client referrals

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Regulators found firms are failing to identify and manage conflicts in clients' best interests

Investment Executive table: Catalyst for referrals

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years past. Still, there are ways to encourage introductions

Generating A-list referrals

Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals

  • By: Jim Ruta
  • July 5, 2017 October 30, 2019
  • 10:00
Asking for referrals: pick up the phone

While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions

  • By: Leah Golob
  • May 12, 2017 November 17, 2019
  • 11:45
Seven silent persuaders that help attract business

Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, outlines seven silent persuaders that help an advisor attract business and referrals in a natural way.

  • By: Jim Ruta
  • December 21, 2016 October 30, 2019
  • 10:30
Investors are fine with trailer fees, survey says

These ideas can help you meet more prospective clients

Family ties

Developing a rapport with your clients’ children or parents can help you expand your business

Five mistakes that kill referrals

Jim Ruta, president, AdvisorCraft Media and Consulting, outlines five common errors that destroy the referrals process, and explains how to avoid or correct them.

  • By: Jim Ruta
  • February 17, 2016 October 30, 2019
  • 16:45

Keep the door open, and the pressure off

  • By: Leah Golob
  • July 6, 2015 November 17, 2019
  • 10:20
Refocus your referral conversations

Larry Distillio, director of financial advisor business management with Mackenzie Investments, discusses how advisors can boost referrals with specific “probe and record” questions, targeted strategies, and focused communication with clients.