Month: May 2026
Too many financial advisors rely on word of mouth and hope that referrals will naturally flow their way. And some will. Unsolicited referrals are a barometer of great value and great relationships. However, most advisors…
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The early phase of a client-advisor relationship is critical. The first 60 to 90 days, often referred to as “onboarding,” is not just about collecting signatures or completing paperwork. It’s a chance to deepen engagement and…
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