Effective Strategies to Deepen Client Relationships and Gain Client Referrals

LISTEN TO ADDITIONAL EPISODES IN THIS SERIES

Clients refer people to their financial professional because they like them and want to help them build their business. Our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how to personalize your client relationships and provide strategies for asking for referrals.

RECENT EPISODES

• How Divorce and Widowhood Can Impact a Woman’s Finances
• Update Your Outreach Tactics With These Cutting-Edge Strategies
• How to Find and Connect With Niche Clients