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As a practice manager, you're likely familiar with the challenge of managing an influx of new client referrals. It's a good problem to have, but it can quickly become overwhelming. How do you ...

Cimino alleges he was fired after raising concerns about Lalez allegedly receiving "kickbacks" from a lawyer and a mortgage lender in exchange for client referrals. Cimino claims these alleged ...

“They can also lean on their broker/dealers for potential client referral programs, as referrals are the top source for advisors' new clients.” 6 steps to obtain referrals from satisfied ...

However, this hectic time also presents an overlooked opportunity for client coaching on potential year-round tax savings and future growth through strategic CPA referral agreements. Understanding how ...

On a Cost Per Acquisition (CPA) basis, you can expect to pay less than $10 for a new customer. In fact, much less. Most Friendbuy referral program partners hover around the $3 CPA mark. Compared to ...

Use this guideline to guide referrals. If still uncertain about whether a referral is needed, consider contacting a specialist (see the recommendations on the diagnostic process). Consider a review ...