Category: Professional Referrals

One of the primary ways wealthy people find financial advisors is through professional referrals, specifically CPA’s and attorneys. A survey of financial advisors revealed that

Work with Nonprofits to Meet Affluent Prospects Nearly every city has nonprofit organizations that provide resources for the benefit of residents. Volunteering with any of

Target These Referral Sources to Get Qualified Prospects One of the best ways to build your practice is to align yourself with other professionals who