Best Practices to Enhance your Practice Through Referrals
John Brown, Founder of BEI, interviews Robert DePalo, Director of Business Planning at National Financial Network, at the 2019 BEI National Conference. Robert discusses the strategies he uses to increase his client base through referrals and the tools he uses to keep his clients engaged. \n\nTo grow your client base, Robert suggests taking the time to get to know your clients on a personal level. He also advises to educate them through various mediums. Start by providing your clients with the resources they need to be successful. Once you have attracted the clients you want, now you need to keep them engaged through the entire Exit Planning Process through various tools. The BEI automated Newsletter System, EPIC software, and various assessment tools are resources our advisors use to help keep their clients engaged. Learn about more best practices to increasing your client base and keeping your clients engaged in this week\u2019s podcast.