how financial advisors can get clients to bring friends to client appreciation events

How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

How can you get your clients to bring their friends to client appreciation events? Are Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold […]
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financial advisor phone script to meet with centers of influence

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]
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