Dan Richards

Five myths about referrals

Many widely held beliefs about getting client recommendations have been disproved by research. Understanding the realities of referrals can help you build your business

• October 29, 2010 November 5, 2019
• 14:19

‘Netweaving’: Strategy to build business with corporate owners

• October 24, 2010 October 30, 2019
• 23:30

Value of book publishing arrives from co-authoring

• October 18, 2010 October 30, 2019
• 07:44

Serving clients with fewer assets fairly, efficiently

• October 12, 2010 October 30, 2019
• 08:40

Advisor’s case study: Client’s crisis motivates financial plan

• October 3, 2010 October 30, 2019
• 13:01

Books to send to clients to mark special occasions

Grandchildren> Baby Tips for Grandparents by Simon Brett> The Unofficial Guide to Disney World with Kids by Bob Sehlinger and Liliane J. OpsomerDivorce> How to Ruin Your Ex-Husband’s Life, One Day at a Time by Angela MartinGardening> Soiled Reputations by David HobsonGolf> How to Line up Your Fourth Putt by Bobby RusherPromotions> The New Yorker […]

• September 28, 2010 November 5, 2019
• 15:38

A firm bond with clients that costs $10

Advisor’s gifts of humorous, relevant books pays off in loyalty and referrals

• September 27, 2010 November 5, 2019
• 14:30

Advisors that built a team discuss pros, cons

• September 27, 2010 October 30, 2019
• 10:20

Former accountant’s tips on servicing business owners

• September 20, 2010 October 30, 2019
• 07:00

An advisor’s focus on women in ‘difficult situations’

• September 12, 2010 October 30, 2019
• 20:05