It is widely recognized within the wealth management industry that accountants referring their clients is an excellent way to grow a practice. At the same time, relatively few wealth managers ...

Referrals are a great form of business leads. The easiest way to get new clients is through referrals from existing customers. People prefer to do business with people they know and trust. When a ...

Referrals can be invaluable to your advisory business when you're working on building a solid client base. Getting those referrals can be challenging, however, if you're not tapping into the various ...

Forbes contributors publish independent expert analyses and insights. Sho Dewan is a career expert who covers work, top jobs, and business. Job hunting isn’t always an easy process. Looking for a job ...

Artificial intelligence is fast becoming a source for new client leads—as more people use the technology to research complex accounting and finance questions, public models like ChatGPT have started ...

Who doesn’t love getting business referrals? Not only do they carry the credibility of word of mouth, but the acquisition cost is negligible. Yet many advisors find it difficult to get accountants, ...

Getting referrals from centers of influence is the most effective way for wealth managers to grow their practices with wealthier clients. Trusts and estates (T&E) attorneys are recognized as excellent ...

Referrals are the name of the game. Regardless of the market, everyone is looking for more business. So, are you getting referrals? According to STRATMOR data, only 15% of borrowers choose lenders ...

CPAs in small firms face many of the same operational challenges when it comes to running their firms. This is the third in an occasional series highlighting how individual practitioners tackled ...

It is pretty accepted that our practices are best grown through referrals, and that beyond our clients it is important to cultivate centers of influence (COI’s) such as CPA’s and estate attorneys.