Client referrals – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 24 Jul 2025 20:25:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client referrals – Investment Executive https://www.investmentexecutive.com 32 32 OSC review flags personal corporation concerns https://www.investmentexecutive.com/news/osc-review-flags-personal-corporation-concerns/ Thu, 24 Jul 2025 20:25:20 +0000 https://www.investmentexecutive.com/?p=516003 Most firms falling short in conflict compliance https://www.investmentexecutive.com/news/most-firms-falling-short-in-conflict-compliance/ Thu, 03 Aug 2023 18:22:05 +0000 https://www.investmentexecutive.com/?p=469678 Why referrals are declining https://www.investmentexecutive.com/building-your-business/why-referrals-are-declining/ Thu, 01 Mar 2018 05:11:00 +0000 https://www.investmentexecutive.com/?p=347319 Generating A-list referrals https://www.investmentexecutive.com/building-your-business/generating-a-list-referrals/ Wed, 05 Jul 2017 15:00:00 +0000 https://www.investmentexecutive.com/uncategorized/generating-a-list-referrals/ Asking for referrals: pick up the phone https://www.investmentexecutive.com/building-your-business/asking-for-referrals-pick-up-the-phone/ Fri, 12 May 2017 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/asking-for-referrals-pick-up-the-phone/ Seven silent persuaders that help attract business https://www.investmentexecutive.com/building-your-business/seven-silent-persuaders-that-help-attract-business/ Wed, 21 Dec 2016 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/seven-silent-persuaders-that-help-attract-business/ The delicate art of asking for referrals https://www.investmentexecutive.com/building-your-business/the-delicate-art-of-asking-for-referrals/ Mon, 07 Nov 2016 20:25:00 +0000 https://www.investmentexecutive.com/uncategorized/the-delicate-art-of-asking-for-referrals/ Family ties https://www.investmentexecutive.com/building-your-business/family-ties/ Thu, 06 Oct 2016 16:40:00 +0000 https://www.investmentexecutive.com/uncategorized/family-ties/ Five mistakes that kill referrals https://www.investmentexecutive.com/building-your-business/five-mistakes-that-kill-referrals/ Wed, 17 Feb 2016 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/five-mistakes-that-kill-referrals/ Three ways to make yourself more referrable https://www.investmentexecutive.com/building-your-business/three-ways-to-make-yourself-more-referrable/ Mon, 06 Jul 2015 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/three-ways-to-make-yourself-more-referrable/