Blog Entries by Barbara Kotlyar, Senior Marketing Manager, ByAllAccounts

Questions to Ask Yourself About Your Target Audience

Earlier this week I presented on "Marketing to Build your Pipeline" at the NAAIM conference in Atlanta, where I shared how important it is to really know your target client. Here are some questions that you should be able to answer about your client in order to create content they will really respond to...Read More »

5 Ways to Get More Referrals from CPAs and Estate Attorneys

Amy McIIwain, President, Financial Social Media

Accountants and estate attorneys can be excellent referral sources for your firm, but that means every advisor in your area looking for an opportunity here, too. Take a pinpoint approach. In general, the better you understand the people you want to work with, the more success you’re likely to have...Read More »

3 Ways to Ask for Referrals

All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business. Either way, this aspect of the advisory business is so important that a refresher course is always welcome. Remember, the goal here is never to create homework for your clients or yourself, for that matter. You’re not demanding “referrals.” What you want is to be the person your clients recommend...Read More »