Posted by David Lyon on Apr 24, 2018 8:30:00 AM

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Although there has been much media coverage in recent years about the decline of referral marketing as the primary source of growth for financial advisory practices, referrals are critical for ensuring the success of independent advisors’ businesses.

Posted by David Lyon on Feb 8, 2018 2:00:00 PM

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Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients.