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How to Increase Referrals

Saturday, Apr 18 2015
Practice Management
Written by  PFA News

Advisors should set themselves apart from the competition by explaining their financial planning process to potential sources of referrals, including accountants, attorneys, and other financial professionals. So reports WealthManagement.com.

In the process, advisors should highlight examples of making important discoveries about clients’ finances and provide other important details about the financial planning process.

Read the full article from WealthManagement.com.

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