Updated March 22, 2024, at 11:00 AM
Where do you start when you want to generate more referrals for your financial planning firm?
Look to your current clients.
Client retention is one of the most important parts of your practice, but possibly the most overlooked. So ask yourself, “Am I setting the proper foundation for a steady referral stream?”
So long, 2020! You will not be missed. And clients undoubtedly feel the same. Help them start fresh in the new year with this customizable infographic highlighting some financial resolutions for 2021 …
For the record, we side with the billions of people worldwide who are ready for 2020 to end. But before we send this year into a supermassive black hole never to be …