Receiving referrals from clients or, rather, introductions is an important way to grow your business, writes Simon Goldthorpe, who takes a look at how to improve your 'introduction rate'...
Back in the nineties, when advisers were subjected to an observed interview from a supervisor, one of the key competencies was asking for a client referral. But the adviser didn't just have to ask for...
Some traits are bigger earners
Education and integration
Employee ownership trusts
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers