White Paper Shows Financial Advisors How to Increase Referrals Using a Client Advisory Board
The Client Driven Practice has released a white paper, Automatic Referrals for Financial Advisors, Leveraging a Client Advisory Board in a Referral Marketing Program. The firm, which assists investment advisors, financial planners, and wealth managers in engaging clients in their strategic... - February 09, 2011
Wershing and Littlechild to Present Webinar "Generating Referrals Perpetually"
Stephen Wershing, president of The Client Driven Practice, and Julie Littlechild, president of Advisor Impact, will be presenting a webinar "Generating Referrals Perpetually" through the investment advisor web community Advisors4Advisors.com this Friday, January 21, 2011, at 4:00 PM. The... - January 20, 2011
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