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Growing a client base and therefore the assets under advice is fundamental for most businesses. Within this getting referrals from clients or professional connections is an important part of this process and yet a survey done in the US found that 80% of advisers do not have a referral plan, a statistic I would suggest is similar here in the UK. Within this session, we are going to discuss how, by effective segmenting of our client base we can start to understand structure your referral process and get more out of it.
Course Type:Audio
CPD Time:10 mins
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The Investment Environment: Considers the key areas of the investment environment within which the Investment Advisor operates.
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Investment Products: Reviews the fundamental characteristics of the main asset classes available for individual investors.
Incisive Media Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, is a company registered in the United Kingdom with company registration number 04038503
