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Add Customer Satisfaction Through Analytics Companies need to improve customer value to boost profitable growth, gain insights into customers' profitability and lifetime value, and monitor customer behavior across multiple channels and social media   |
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To Ask or Not to Ask? Develop an Effective Referral Strategy in a World of Contradictory Advice It's not how, who, or when you ask -- it's if |
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AnswerDash Launches New Web Analytics Features AnswerDash Analytics provide instant insight into Web users' behavior. |
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December 2007
Susan L. Hirshman |
Referrals Revisited Start today on a better method to get better referrals. Often for financial advisors, your best sources of future clients are right in front of you. You just have to unleash them from your book. |
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Get on Your Customers' Holiday Wish Lists with Stellar Customer Service Equip your call center with the visibility to reduce customer struggles. |
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Secrets of Referrals To crack the referral code, my firm, Advisor Impact, went to the one true source of insight on the topic: your clients. |
The Motley Fool
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Facebook's Growth Is Just Getting Started Fresh data from social media consultant Sociable Labs says that 50% of e-commerce site shoppers are logged into Facebook when walking the e-aisles. |
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Frame of Reference Referral-based business is good business, so why not put it front and center? |
Financial Planning
June 1, 2008
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Don't Keep Me a Secret! In his new book, Don't Keep Me a Secret!, Bill Cates, president of Referral Coach International, has a trademarked process for advisors to assist them in generating referrals. |
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Paul Greenberg |
Managing Social Customers for Profit A new paradigm calls for a reassessment of an industry metric. |
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October 2007
Grove & Prince |
7 Steps To An Affluent Client Referral It's common knowledge that referrals are the best way to build an advisory business, especially if you want more wealthy clients. Here are the steps that lead to a successful client referral. |
Financial Advisor
December 2006
Pomering & Littlechild |
Using Client Feedback To Unlock Client Value How can you use client feedback to unlock client value in your financial advisory business? |
Job Journal
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Quick Fix: Clues to Your Career A few simple questions can provide valuable insights into potential career paths. |
Entrepreneur
April 2010
Brad Feld |
Know When to Walk Away Don't ask venture capitalists for referrals if they say they're not interested. |
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November 1, 2011
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Your Clients Are Your Best Calling Card More than half of all new clients of financial advisors come from active and passive referrals according to studies of advisor best practices. |
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March 5, 2014
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Silverpop Launches E-Commerce-Focused Marketing Automation Solution The solution is the first of several industry-specific offerings to be released. |
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May 2009
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Referral Offers Your Customers Can't Refuse A great product or service and inviting customer experience is essential to building a steady stream of referrals to your business. |
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Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it. |
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Cyber Monday: More Shoppers, Deeper Discounts Kickoff to online holiday shopping could be a bellwether for season as a whole. |
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Duplicate Efforts Duplicate your top clients -- using their insight to attract more ideal clients like them -- and you'll see a substantial jump in your revenue without much additional variable cost. |
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Put Your Customers to Work for You Client referral incentives can be a valuable and inexpensive way to build a business. |
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John J Bowen |
Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients. |
Investment Advisor
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Susan L. Hirshman |
Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality. |
Financial Planning
December 1, 2010
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Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships. |
InternetNews
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Holiday e-Commerce Seen Only Rising 12% Forrester revises its growth expectations for the holiday shopping season. Gas is still playing a role, along with economy. |
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ECommerce Will Always Have Procrastinators ECommerce might make Americans put off shopping just a little longer before Christmas. |
Financial Planning
October 1, 2010
Bogan & Doss |
The Marketing Plan You'll Need The struggle many advisors face is that active marketing can seem as daunting and complex as a piano concerto by Johann Sebastian Bach. |
CRM
June 2006
Marshall Lager |
E-commerce Best Practices Make Perfect Commerce is as old as human want -- and e-commerce is growing up. Here are some best practice recommendations: Do's -- Do think about your e-business as a business... Do use customer data... Don'ts: Don't treat online customers as second-class citizens... etc. |
On Wall Street
June 1, 2012 |
Five Questions With Stephen Wershing Forget about asking for referrals. That's the advice of former financial advisor Stephen Wershing, CFP. He tells us how advisors can reorder their thinking. |
CRM
December 2010
Robert Wollan |
Analyzing the New Customer Customer analytics are emerging as a competitive advantage |
Registered Rep.
October 14, 2013
Matt Oechsli |
Mastering the Personal Introduction An important point to remember is that by asking for an introduction, you are helping your client help you by identifying a specific person you'd like to meet. |
InternetNews
February 8, 2008
Kenneth Corbin |
For e-Tailers, It's a Wide, Wide Web As e-commerce choices abound, nearly all online shoppers report site-hopping in a survey from JupiterResearch. |
On Wall Street
July 1, 2013
Todd Colbeck |
Mining Your Professional Network Customize your approach to other types of professionals to increase your chances of getting referrals. |
Financial Planning
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David J. Drucker |
The All-Referral Practice Is it really possible to build a financial planning business completely on word of mouth? |
