Referral Sources For Life?

[DHK]

I would think most fee-only CFP's are members of NAPFA.

Fee-Only Financial Advisors Home - NAPFA - The National Association of Personal Financial Advisors

Of course, you can search the CFP website:

CFP Board

 

[MichaelBurton]

I would think most fee-only CFP's are members of NAPFA.

Fee-Only Financial Advisors Home - NAPFA - The National Association of Personal Financial Advisors

Of course, you can search the CFP website:

CFP Board

Yes, those are pretty good places to start. I have found it is a hard nut to crack; but once cracked, it is a pretty consistent source of referral work.

 

[kschil]

Read the "Referral of a Lifetime" by Tim Templeton, simply the best source of advice for creating a 100% referral based business of any sort.