Referrals are still one of the biggest drivers for firm growth. As a financial advisor or wealth management firm, you know this is huge. But how are you taking this one step further by investing in tools that can help you manage this? In the video, Matt discusses a few ways you can improve your client relationships by using tech tools such as your CRM to enhance your outreach and growth. The traditional way of gathering referrals has to change if you want to grow your business! Share your thoughts below. ========================================================== Get tips and tools on how to grow a successful, technology-focused Financial Planning firm.
Matt Reiner is an author, CEO and co-founder of financial technology firm Benjamin, and a Managing Partner at Capital Investment Advisors in Sandy Springs, Georgia. He hosts the Bridging the Gap podcast and Roundtables.
