JULIE LITTLECHILD'S BLOG


Archive | Client Engagement

The Reason You Don’t Get More Referrals from Centers of Influence

The vast majority of advisors I speak with agree that referrals from centers of influence are a significant opportunity. It’s an opportunity, however, of the ‘untapped’ variety. Yes, referrals from clients continue to be the dominant driver of new business. When we recently asked 575 high net worth investors how they first became aware of […]

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