Strategies for filling the prospect pipeline

01/7/2013 | Financial-Planning.com

Requesting direct introductions, hosting social events and giving away prizes are some of the ways advisers can obtain referrals, writes Robert Sofia, chief operating officer of Platinum Advisor Strategies. Investing in a Web presence and talking about referrals at every meeting are others. "The bottom line is that if you want to build a referral-based practice, you can't rely on a single source for referrals," Sofia writes.

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