Do You Have an Automatic Referral Process?
How do you get referrals from clients? While advisors used to rely on seminars, today, social media plays a powerful role. Watch this marketing tip video to learn more about how to create your own referral process using LinkedIn and Facebook.
We love to share what we’ve learned from the thousands of financial advisors with whom we’ve partnered. Take a look at more marketing tips or check out our free online video courses on The Art of Digital Marketing.