While referrals from clients are the most common ways advisors grow their practices, referrals from centers of influence, such as accountants and attorneys, are the most effective ways for them to source new wealthy clients. There are a number of proven, systematic ways to generate a steady stream of these professionals’ better clients. Moreover, it is possible to significantly accelerate the flow of client referrals from accountants and attorneys.
By using the discovery process, you can develop an understanding of your opportunities with professional referral sources and determine if they would be good strategic partners. By adding the funneling process to the discovery process you can identify potential referral opportunities very quickly. Delivering value, coupled with some smart positioning, will enable you to often walk away from a first meeting with an accountant or attorney with high-value prospects.
This is an essential webcast for advisors who want to quickly work with new wealthier clients. Becoming adept at discovery and funneling can result in a significant number of new affluent investors becoming your clients.
This webinar will not be archived.