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

By Thomas Grady

Making Referral Relationships Work 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 more valuable leads than other traditional marketing methods. While firmly grounded in the US regulatory landscape, the principles in this book will prove valuable to financial professionals in other countries.

• Format: Hardcover
• Language: English
• ISBN: 157660182X
• ISBN13: 9781576601822
• Release Date: August 2005
• Publisher: Bloomberg Press
• Length: 251 Pages
• Weight: 1.40 lbs.
• Dimensions: 9.5" x 1.0" x 6.5"