How fast-growing advisors get clients to give referrals
Asking clients why they're satisfied helps advisors plant stories that lead to referrals, a report from Capital Group found.
Only about a quarter of financial advisors say they are good at acquiring clients – and not having a strategy in place stifles the growth of their business, according to a study issued today by Capital Group.
Even among those who are growing their asset under management, revenue, and number of
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