For most advisers the majority of new business comes from word-of-mouth referrals, writes Simon Goldthorpe, who implores advisers to put themselves out there more actively to spread the message of their good work...
In the popular animated television show Rick & Morty, there's an episode where Rick, the mad-cap protagonist, finds himself transported to another universe and must dance for a group of aliens to prove himself and ensure survival. You may be asking yourself what industry relevance this has, but it's not too dissimilar to what financial advisers have to do on a daily basis to justify their existence and keep themselves in business. Networking plays an important role here. For many, the idea of mingling with strangers is their worst nightmare. However, as a crucial means of marketing y...
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