<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

All Posts

Use Centers of Influence For High-Quality Referrals

As any successful RIA knows, referrals are a vital part of your firm's continued growth. But waiting for your clients to refer a friend or colleague can be a slow process, and trying to speed up that process by nudging your clients for referrals can feel pushy.

Fortunately, there's an easier way to improve both the quality and quantity of the referrals your firm receives: by partnering with lawyers, accountants, insurance brokers, and other centers of influence (COIs) in your area. This article from RIA Intel explains the value of COI referrals and how to forge those partnerships.

read the article

Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

Related Posts

Use Marketing Content to Highlight Important Planning Topics

Your clients don't just rely on your firm to provide guidance when they ask for it, they also rely on you...
Craig Hall Dec 11, 2020 3:23:00 PM

How Content Can Add Nuance to Your Clients' Financial Knowledge

As far as financial knowledge is concerned, your firm's clients probably run the gamut — some of your cli...
Logan Burgess Dec 2, 2020 3:21:00 PM

Why Niche Marketing Should Be Part of Your Firm's Marketing Strategy

Good marketing content is more than just an effective way to win new clients — it's also a great way to h...
Craig Hall Nov 27, 2020 3:18:00 PM