Beyond referrals: Rethinking client acquisition in a digital age

For financial advisers, growth has long been rooted in two pillars: relationships and referrals. But as the profession evolves under new pressures - from regulatory shifts to changing client expectations - the role of qualified lead generation and technology - driven strategies in client acquisition is becoming not just relevant, but essential.   The enduring power (and limits) of referrals Referrals and word-of-mouth remain the foundation of growth for many advice firms. They're trusted, personal and built on years of reputation. According to NextWealth's Financial Advice Business Ben...