Referrals are the key to Financial Advisor Marketing – it’s always been that way. One happy client tells their brother, uncle, neighbour or friend. The problem is that referrals aren’t just delivered via word of mouth any more. Clients use their mobile devices and computers to spread the word. How can financial advisors adapt to this new world of referrals? Particularly if said financial advisor has little or no knowledge of this new-fangled technology. Here are the 5 steps for financial advisors (of any technological disposition) to make the most of this opportunity and to avoid losing out.
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