Continuing Education Seminars
An effective way to form and solidify referral relationships with other advisors is providing continuing education credit to professionals who make good referral sources. This marketing strategy will encourage referrals and get you recognized as a thought leader and expert in your field.
Roundtable Events
There is tremendous leverage in facilitating a round table event as it spurs networking and collaboration among professionals serving the same client market. This time-tested strategy positions you as an influencer and allows you to form new referral relationships and solidify existing ones.
Professional Introductions
It’s important to constantly and proactively grow your referral network. There is no better way than doing so directly, reaching out to advisors that serve the same client market, meeting over lunch or in each other’s office and exploring how to bring value to each other’s practice.
Effective Networking
There are so many options for networking, but which ones are the best for your practice, what suits your personality and leverages your strength? How do you network effectively and efficiently? Many professionals walk away from networking events with business cards but don’t know or don’t have the time to take the next step in forming a fruitful relationship through follow up, meeting one-on-one, offering resources, and establishing a long term digital and offline connection.
If you’d like to schedule time to discuss our capabilities, complete our contact form on the right to schedule a phone call or an in-person meeting. Looking forward to hearing from you!
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