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Generating Referrals, Capitalizing on a Common Throwaway Question and the Benefits of Retargeting

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

In this week’s edition, we are gaining insight into generating referrals, making the most from a frequent throwaway question and retargeting in advertising. Our first piece this week is about the key difference between wanting and receiving referrals. Our second piece highlights a commonly asked question that advisors should not rush past, but rather use it to maximize opportunity. Our final piece is a fantastic blog that defines what retargeting is in advertising, the benefits of it and whether advisors should use it.

What is the difference between wanting and receiving referrals? Read on for the answer and how to commit to it.

Your clients ask you this question all of the time. Discover what that question is in this quick video and don’t treat it as a throwaway line. Instead, use it to add value.

What is retargeting? Learn what it is, how to create these ads and if financial advisors should use them in their business.

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