Wednesday, September 27, 2017

How Financial Advisors Can Incentivize Other Professionals To Deliver Wealthy Referrals

To garner a steady flow of affluent investor clients from centers of influence, financial advisors must motivate them. This is done with both direct and indirect financial incentives. The ability to provide indirect financial incentives is the generally the more powerful way to win them over.

from Forbes Real Time https://www.forbes.com/sites/russalanprince/2017/09/27/how-financial-advisors-can-incentivize-other-professionals-to-deliver-wealthy-referrals/
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