Reputation tops referrals for new-client leads, study finds

04/17/2013 | WealthManagement.com (U.S.)

Just 11% of clients cite referrals as the main reason why they chose their adviser, according to a recent Cerulli survey. A more important factor was adviser reputation, the survey found. Content marketing is one way to build a reputation as an expert, especially among younger investors who research online, writes Brian Lauzon, managing principal of AdvisorAssist.

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