Why clients aren’t providing referrals
January 31, 2014 by Warren S. Hersch
While a large percentage of investors find their advisor through a referral, more than half of those polled in a recently conducted ByAllAccounts survey say they have not provided referrals for their own advisor.
As the following chart shows, some indicate they aren’t comfortable with this, while others say their advisor hasn’t asked them to do so. In addition, 25.8 percent believe their advisor has not “earned the right” to receive a referral.
Originally Posted at LifeHealthPro on January 31, 2014 by Warren S. Hersch.
Categories: Industry Articles
