Other than a modest investment of time, these referral marketing tactics cost nothing and can provide a meaningful boost to a Financial Advisors referral marketing efforts.
Cliff Campeau is a partner with Evolutionize LLC and a regular blogger on financial services marketing best practices. Evolutionize specializes in providing independent financial services firms with a suite of proven practice development solutions including Web site development, inbound and outbound marketing tools and compliant social media marketing program support. Campeau can be reached at [email protected].