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?”
Updated April 19, 2024, at 2:19 PM Why should you use e-applications (e-apps)? Well for one, they can open a financial professional’s eyes to the ease and simplicity of efficient business solutions …
Having client information is important. Protecting client information, well, that’s even more important. Because as you’ve probably noticed, cybersecurity is a major priority in the industry today.