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  • Purchased Electives

  • Beware The CPA!

  • Curian Makes A Common Mistake In Explaining A Drop-Off In Referrals

  • Do You Ask For Referrals? Would You Hire A Plumber That Randomly Showed Up At Your Door ?

  • Don't Ask For Referrals – Ask For Advice

  • Five Things You Can Do To Attract Referrals In 2012

  • For More Business, Prospect Fewer Clients

  • Getting Feedback Is Required In Discovering Your Brand

  • How Do You Build Meaningful Relationships With Other Professionals To The Benefit Of Your Clients? John Bowen Has Answers About Building Referrals And Relationships

  • How Selling Screws Up Your Marketing

  • If You Are Not Bumping Into People Who Want To Help You Because You Are Doing Good Work, Then You Need To Fix That Part Of Your Life

  • If You Want More Sex, It Is Not About How Much You Ask For It; Same With Referrals

  • Is Preparing Tax Returns Worth It?

  • Lessons From the Dow Jones Man-On-The-Street Referral Survey

  • New Book Confirms That Asking For Referrals Is Ineffective; Focusing On Client Needs Automatically Generates Them

  • New Schwab Study Shows Why Clients Have Been Moving

  • Niche Marketing Will Become Mandatory For Clients To Find You

  • Referral Key Claims To Get You Referrals But Let's Verify Before We Trust It

  • Referrals Can Still Generate Prospects, Even In Volatile Markets

  • Separate Yourself From Other Advisors By "Productizing"

  • Study Shows Clients Get First Impression From Your Website – Make Sure Your Message Is Clear

  • The Big Referral Myth: How The Internet Has Changed The Way Advisors Get Business

  • The Old Reliable Ways Still Work Best For Prospecting, But Keep An Eye On LinkedIn For Delivering Results

  • The Two Times Clients Refer

  • To Get Referrals Coming, Add An Authentic Social Component To Your Client Relationships

  • To Get Your Clients Referring, Teach Them The Trigger Phrases

  • Understand Why People Make Referrals And You May Just Attract More Of Them

  • Wall Street Journal Article Shows the Value of Non-Advisory Services

  • What Do Hugely Successful Firms Have In Common With Kleenex? How Advisors Gain From Doing One Thing Great

  • When A Referral Is Not The Best Way To Get New Business

  • When You Describe Your Differences, Say What Others Say About You

  • White Paper Shows Financial Advisors How to Increase Referrals Using A Client Advisory Board

  • Women Clients Make Up Over Half Of Many Advisors' Practices

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You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $120 annual membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
 

 

Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.

 

 

--  CFP®, CPA, CPA/PFS, CIMA®, CFA®  continuing education credit live or on-demand  

--  Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha

--  CE badges 

--  Classes added when S&P 500 corrects 10% and in times of crisis 

--  CE aligned with FINRA-reviewed content from Advisor Products

--  earn and maintain Certified Financial Counselor™ certificate

  

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