8 Ways Financial Advisors Can Boost Client Referrals

POSTED ON December 7, 2011 BY stockopter

1. Think of it as an introduction — not a sales pitch.  Focus on building a relationship with the prospective client first. 2. Be conscious of timing.  If you’re doing your job and meeting your client’s needs, don’t hesitate to mention that you would like to expand your client base.  The uncertainty in today’s market makes this the […]