In a survey of 421 wealth managers, half said client referrals are the best way to get new high-quality clients, and 43% said that client referrals resulted in their best five clients. Client ...

Financial advisors depend heavily on referrals, and tax preparers can be valuable sources of such business connections. But advisors might not always understand what a preparer wants to see in such an ...

Only about a quarter of financial advisors say they are good at acquiring clients – and not having a strategy in place stifles the growth of their business, according to a study issued today by ...

Flashing a polished resume, a sharp cover letter and a LinkedIn profile doesn’t guarantee a foot in the door. Making the shortlist – let alone the final cut – is not just a matter of sterling ...