34 ways to get more referrals: The ultimate referral guide for financial and real estate professionals

Running your financial or real estate practice takes time and effort and money — and a good portion of that investment is spent on putting potential clients into your sales funnel and trying to turn them into paying clients. Getting referrals makes for more profit because you spend less time, effort, and money to find […]

The first 26 things every new financial professional needs to do

Sign up for Twitter. Set up an account on Twellow. Twellow is like a Twitter directory (once you have a Twitter account, you can use it to sign up for Twellow for free). Set up an account on LinkedIn. Set up a Facebook page (this is different from your profile). Keep your profile private but […]