Weekend Reading For Financial Planners (July 12–13)
Nerd's Eye View
JULY 11, 2025
Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)
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