RIAs rethinking their referral strategy: Webinar today

June 5, 2013

This post was written by Joe Anthony, President of Financial Services

Over the last 10 years, Gregory FCA has had the privilege of working with more than 100 different registered investment advisory (RIA) firms to leverage their expertise and content to increase the effectiveness of their business development efforts. Nearly every single one of these advisory firms proudly proclaimed that they were growing their business through referrals from satisfied clients and other service providers.

The $64,000 question has always been: How do I turn that referral process from a passive exercise into a proactive push? Or, put another way: How can my firm get the engagement we need from our clients and key centers of influence?

Fortunately, the opportunity for investment advisors to merchandize their expertise, thought leadership, and experience has never been greater.

Today, I will join the Director of Public Relations for the CFP Board®, Dan Drummond, on a webinar hosted by BrightTalk to discuss today’s changing media landscape and the power of content marketing to create referrals and lead flow. It’s bound to make many financial services professionals rethink their referral strategy. The event kicks off at 4 p.m. EDT today and will be available for download after the conclusion of the event. You can register here. We hope you can join us.

Share post:

Leave a Reply

Notify of