Then give the referral the name and contact information of a professional you think would be a better fit. > Talk with your client Don’t leave it to the referred prospect to discuss the meeting with ...

Many advisors don’t ask for referrals because they don’t have the right mindset, says Matt Anderson, founder of the Referral Authority in Chicago. If you truly believe that you help people in your ...

Dynasty Financial Partners Introduces Upcoming End Client Referral Program Called Dynasty Connect Contacts Sally Cates [email protected] 646-704-4500 ...

In a letter to GAO investigators in 2000, ... even though Citibank’s policies met or exceeded industry standards throughout the period that Mr. Kaveladze was a customer and referral source. ...

Steven Omid Mehr, 45, was accused of using his rights to the Jacoby & Meyers brand for an illegal partnership with a marketing company, WebShark360, that exchanged money for client referrals in ...

News Letter '99% client recommendation rate': Solicitors celebrates more than a decade as Northern Ireland’s number one personal injury practice. Story by Claire Cartmill • 2d.