Client referrals – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 03 Aug 2023 18:43:09 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client referrals – Investment Executive https://www.investmentexecutive.com 32 32 Most firms falling short in conflict compliance https://www.investmentexecutive.com/news/from-the-regulators/most-firms-falling-short-in-conflict-compliance/ Thu, 03 Aug 2023 18:22:05 +0000 https://www.investmentexecutive.com/?p=469678 Regulators found firms are failing to identify and manage conflicts in clients' best interests

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]]> Why referrals are declining https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/why-referrals-are-declining/ Thu, 01 Mar 2018 05:11:00 +0000 https://www.investmentexecutive.com/?p=347319 Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years past. Still, there are ways to encourage introductions

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]]> Generating A-list referrals https://www.investmentexecutive.com/building-your-business/practice-management/generating-a-list-referrals/ Wed, 05 Jul 2017 15:00:00 +0000 https://www.investmentexecutive.com/uncategorized/generating-a-list-referrals/ Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals

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]]> Asking for referrals: pick up the phone https://www.investmentexecutive.com/building-your-business/client-communications/asking-for-referrals-pick-up-the-phone/ Fri, 12 May 2017 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/asking-for-referrals-pick-up-the-phone/ While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions

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]]> Seven silent persuaders that help attract business https://www.investmentexecutive.com/building-your-business/practice-management/seven-silent-persuaders-that-help-attract-business/ Wed, 21 Dec 2016 15:30:00 +0000 https://www.investmentexecutive.com/uncategorized/seven-silent-persuaders-that-help-attract-business/ Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, outlines seven silent persuaders that help an advisor attract business and referrals in a natural way.

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]]> The delicate art of asking for referrals https://www.investmentexecutive.com/building-your-business/practice-management/the-delicate-art-of-asking-for-referrals/ Mon, 07 Nov 2016 20:25:00 +0000 https://www.investmentexecutive.com/uncategorized/the-delicate-art-of-asking-for-referrals/ These ideas can help you meet more prospective clients

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]]> Family ties https://www.investmentexecutive.com/building-your-business/practice-management/family-ties/ Thu, 06 Oct 2016 16:40:00 +0000 https://www.investmentexecutive.com/uncategorized/family-ties/ Developing a rapport with your clients’ children or parents can help you expand your business

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]]> Five mistakes that kill referrals https://www.investmentexecutive.com/building-your-business/practice-management/five-mistakes-that-kill-referrals/ Wed, 17 Feb 2016 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/five-mistakes-that-kill-referrals/ Jim Ruta, president, AdvisorCraft Media and Consulting, outlines five common errors that destroy the referrals process, and explains how to avoid or correct them.

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]]> Three ways to make yourself more referrable https://www.investmentexecutive.com/building-your-business/client-communications/three-ways-to-make-yourself-more-referrable/ Mon, 06 Jul 2015 15:20:00 +0000 https://www.investmentexecutive.com/uncategorized/three-ways-to-make-yourself-more-referrable/ Keep the door open, and the pressure off

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]]> Refocus your referral conversations https://www.investmentexecutive.com/in-depth_/special-reports/refocus-your-referral-conversations/ Wed, 28 Jan 2015 17:15:00 +0000 https://www.investmentexecutive.com/uncategorized/refocus-your-referral-conversations/ Larry Distillio, director of financial advisor business management with Mackenzie Investments, discusses how advisors can boost referrals with specific “probe and record” questions, targeted strategies, and focused communication with clients.

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