Simon Goldthorpe: Increasing client referrals in 2021
How to improve?
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...
More on Smarter Business
Chris Budd: Putting financial wellbeing into practice
Wellbeing certificate and audit
Lawrence Cook: Breaking the business status quo
'Time for a new model, now'
Richard Bertin: Is it time to give up the independent 'badge of honour'?
What's in a name?
Back to Top
More news
'Covid-19' delays Schroders Personal Wealth's growth plan by two years
From 2023 to 2025
It's not as easy as 'no tobacco': Risk-rated ESG multi-asset demand grows
'We have seen a sea-change in attitude'
Altus launches vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Investors receive 50% discount after legacy share class shift
Assessment of value reports
FCA hands £3.4m back to unauthorised investment scheme victims
Digital Wealth and Outsourcing Express raised over £15m
