These contacts could provide prospects who suit your ideal client profile
Tell your story and add value to your relationships
What the pros say
Getting new business through existing clients and centres of influence has become an art. The process requires trusting relationships and the skill to spread the word among those most likely to benefit from your type of service
Building relationships with professionals takes time and patience. Three accountants reveal what it takes for a financial advisor to gain their trust
Dennis failed to inform his firm about referral arrangement
Advisor-to-advisor COIs help build your business
COIs can be your key to success
MFDA disciplines Johns for inappropriate referral arrangements
Reps acting contrary to MFDA rules