The Power of a Personal Introduction

The Power of a Personal Introduction

Atlanta:  “If you were to select one marketing activity for bringing in more affluent clients, what would you recommend?” Marvin asked, then added “We keep hearing a lot of advice from many so called experts, but nobody seems to be having much success.”

The irony was that Marvin’s question followed a keynote where I shared our research on how today’s affluent initially discovered their financial advisor.  As I re-explained the

Register to view the full article

Sign up for a FREE membership to – the leading provider of insights and intelligence for investment advisors

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.