Wish you had a way to get referrals from some of the financial advisers your clients are working with? You're not alone. Not surprisingly, advisors wouldn't mind getting a look at your little black client book either, according to a recent poll.
As reported in an article published this month by the Financial Planning Association, the results of an informal survey showed that nearly 90 percent of some 500 financial professionals polled wanted to ask for referrals from CPAs, but were uncertain about doing so. Among 63 CPAs questioned, nearly two-thirds wanted to ask for referrals from advisors, but weren't sure how to ask.
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