Get (and Keep) More Qualified Referrals

Bill Good, Chairman, Bill Good Marketing
A referral is a name volunteered by a client as someone needing the advisor’s help. But simply receiving the name gives no insight into how interested or qualified the lead is. In this presentation, Bill Good shares how to get your clients to refer those who are interested in doing business now or in the near future.
May 30 2012
25 mins
Get (and Keep) More Qualified Referrals
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Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.

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  • Live at: May 30 2012 5:00 pm
  • Presented by: Bill Good, Chairman, Bill Good Marketing
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