Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs - Hardcover

Grady, Thomas

Hardcover

ISBN 10: 157660182X ISBN 13: 9781576601822

Publisher: Bloomberg Press, 2006

Synopsis

making referral relationships pay explains in detail the regulatory and structural steps for setting up revenue-sharing referral alliances between financial advisors and other financial professionals. these relationships can prove more cost-effective and provide valuable leads than do other traditional marketing methods. while firmly grounded in the us regulatory landscape, the principles in this book should prove valuable to financial professionals in other countries.

About this title

About the Author

thomas grady is a partner with trinity wealth advisors in st. louis, usa.

Edition details

• Publisher: Bloomberg Press
• Publication date: 2006
• Language: English
• ISBN 10: 157660182X
• ISBN 13: 9781576601822
• Binding: Hardcover
• Number of pages: 272