Survey Shows Top Ways Financial Advisors Win New Business and Build Awareness

MEDFIELD, Mass., Feb. 22, 2011 — In survey results released today, research by Advisors Trusted Advisor (ATA; http://www.AdvisorsTrustedAdvisor.com, a division of The Collaborative, http://www.The-Collaborative.com) describes how advisors and wealth managers are most successfully w…

Industry Expert Provides Tips on Building Professional Referral Relationships in Down Markets

NEW YORK, Jan. 27, 2009 — For financial advisors, asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “Using a well-structured feedback tool to understand what clients need in a relationship with their…