Abrigo

APRIL 7, 2017

If you fall into the 41 percent of finance professionals who view attracting new clients as your biggest challenge, and are trying to find a way to alleviate this struggle, Sageworks has many resources to help. In today’s marketplace, the delivery of a referral is only the first step toward earning new business.

Referral Marketing 150

Referral Marketing social media Taxes Resources 150

Abrigo

APRIL 20, 2017

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Technology Can Help Today, technology can help with something called technology enabled analytics.

Analytics 150

Analytics Referral Marketing eBook Data 150

CB Insights

OCTOBER 10, 2017

It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Below, we’ll show you: How to use pre-launch marketing to build trust and hype. How Robinhood used an ingenious referral program to build a 1M+ customer waitlist.

Tools 78

Tools Millennials US Maine 78