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 ...

Today’s customer doesn’t trust you. They don’t want to be sold the idea of your brand. They want to hear from real people about how you helped them, plus what you got wrong and right. At the same time ...

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 ...

Advisers hoping to generate more referrals from clients have to overcome the underlying problem that people are reluctant to recommend their trusted financial professionals to others. About 83% of ...

We all are reeling from the gimmicks and shock unleashed on the public by the meteoric rise of ChatGPT and its ability to imitate humans while giving many of the populus direct contact to AI for the ...

Referrals are a vital part of recruiting. Not everyone you speak with on the phone will be the right fit for a job, so the best way to increase the number of qualified candidates you’re able to reach ...

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.