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.