Take a look at this infographic for stats on how impactful client referrals are for a financial advisors business!
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5 Client Referral Tips
for Financial Advisors
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References:
(1) Lenok, D. H. (2016, August 5). Ultra Rich Embrace Social Media for Information, Not Advisor Contact. Retrieved from Wealth Management.com: https://www.wealthmanagement.com/high-net-worth/ultra-rich-embrace-social-media-information-not-advisor-contact
(2)Putnam Investments. (2019, April). The Putnam Social Advisor Survey. Retrieved from Putnam Investments: https://www.putnam.com/static/pdf/advisor/putnam-social-advisor-survey-6.pdf
(3) Spectrem Group. (2018, November 19). Reaching Wealthy Investors Through Social Media. Retrieved from Spectrem Group: https://spectrem.com/Content/reaching-wealthy-investors-social-media.aspx
(4) https://www.outboundengine.com/blog/financial-advisor-marketing-benchmarks-report/