NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey

Set Up a Referral Reward System to Boost Referrals

By Bill Cates, CSP, CPAE
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Horsesmouth Essential: It does not take much in terms of money or time to send gifts of appreciation to referring clients. And if you do it right, studies show, they will be that much more likely to refer you again.

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