3. Leverage Social Media
“LinkedIn and Facebook have been tremendous sources for our practice. Clients are open to just doing a ‘virtual introduction’ right through the social media platform. It’s really cool!
"Financial advisors shouldn’t be afraid to ask their clients to make an introduction through social media sources. More and more, it’s becoming the norm on how to make a referral happen. Giving your clients five business cards won’t really help you.”
Ted Jenkin, Co-CEO and founder of oXYGen Financial Inc.