Updated October 6, 2022, at 3:35 PM
What’s the best referral source for financial advisors?
You may find referrals online through social media pages and advertising. You might get some from your CPA or another business partner. Maybe even from word-of-mouth in your shared office building. Heck, you could even search “best referral sources for financial advisors.”
But the truth is, some of your best referral opportunities can come from your firm’s social events.