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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Will You Stand Out or Fade Out?

Without a doubt, there’s great innovation in this industry and it deserves our attention and applause. The explosion in fintech is helping you become more efficient. And it’s helping to enhance your offer to clients. And while these advances are both important and significant for the industry, many of them are invisible to your clients. […]

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