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Advisor Impact, Inc.
Industry Expert Provides Tips on Building Professional Referral Relationships in Down Markets
February 13th, 2009
For financial advisors, asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. "Using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two things," says industry expert Julie Littlechild, president of Advisor Impact, Inc. "It can help identify opportunities to add value to the client relationship, as well as build stronger referral relationships with centers of influence, such as accountants and lawyers." Littlechild identifies tactics that can be used to leverage client feedback in two ways - 1) reinforcing...
Source: Health Business Week (2009-02-13)
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