April 23, 2013What's the Most Effective Way to Get Referrals?
If prospecting for new clients isn't efficient, it will eat up too much time. Tell us what you've found to be the most productive approach.
Reach out to lawyers, CPAs and other professionals with influence over potential clients9% Organize events for your clients, and have them invite friends2% Reach out with advertising and marketing, including on social networks31% Ask current clients for names of promising prospects39% Rely on satisfied clients' word of mouth
April 17, 2013What Problem Do Clients Most Often Ask You to Solve?
With the fiscal cliff in the rearview mirror and the S&P 500 up more than 10% year to date, there are fewer front-page issues for clients to complain about. What individual financial worries are keeping them up at night?
Way behind in retirement planning6% Taxes are eating into wealth12% Debt/budget management0% Not enough saved for kids' college tuition18% Portfolio is losing money