Referrals are the name of the game. Regardless of the market, everyone is looking for more business. So, are you getting referrals? According to STRATMOR data, only 15% of borrowers choose lenders ...

Referrals are a great form of business leads. The easiest way to get new clients is through referrals from existing customers. People prefer to do business with people they know and trust. When a ...

Referrals can be invaluable to your advisory business when you're working on building a solid client base. Getting those referrals can be challenging, however, if you're not tapping into the various ...

It is widely recognized within the wealth management industry that accountants referring their clients is an excellent way to grow a practice. At the same time, relatively few wealth managers ...

There are many distinctions between good salespeople and great salespeople. Great salespeople have a habit of asking for and getting referrals. And they do it consistently. In the wise words of hockey ...

Artificial intelligence is fast becoming a source for new client leads—as more people use the technology to research complex accounting and finance questions, public models like ChatGPT have started ...

Getting referrals from centers of influence is the most effective way for wealth managers to grow their practices with wealthier clients. Trusts and estates (T&E) attorneys are recognized as excellent ...

It is pretty accepted that our practices are best grown through referrals, and that beyond our clients it is important to cultivate centers of influence (COI’s) such as CPA’s and estate attorneys.

Your primary care provider is more than just your annual stop for routine checkups. They’re also the central hub for coordinating your health care, from specialist visits to follow-up testing and ...

CPAs in small firms face many of the same operational challenges when it comes to running their firms. This is the third in an occasional series highlighting how individual practitioners tackled ...