Team

An enthusiastic and loyal staff will magnify your efforts to attract referrals. Some strategies for engaging staff and getting their help in attracting referrals include:

  • Provide them ongoing training (increasing their competence, whether in customer service, financial planning issues, technology, or sales and marketing, boosts their motivation).
  • Give them real client facing responsibilities
  • Give them authority to resolve certain client issues
  • Provide them a career path