Referrals are the key to Financial Advisor Marketing - it’s always been that way.  One happy client tells their brother, uncle, neighbour or friend.  The problem is that referrals aren’t just delivered via word of mouth any more.  Clients use their mobile devices and computers to spread the word.  How can financial advisors adapt to this new world of referrals?   Particularly if said financial advisor has little or no knowledge of this new-fangled technology.  Here are the 5 steps for financial advisors (of any technological disposition) to make the most of this opportunity and to avoid losing out.

Did you know that by this time next year more people will be surfing the Internet via their mobile phone than via their desktop computer. That's why your website has to be mobile ready. This article reviews what that means and how to make sure you are ready. Browsing the Internet on our mobile phones has become the norm, well at least for a growing number of us. And it's not just surfing web pages - people will use online applications and even game online. Did you know: - Some 60% of NI and 51% of RoI consumers own a smartphone (Mintel’s Irish Lifestyles – Ireland, June 2012 report) 35% of NI consumers access the internet from a mobile phone. Three quarters of NI consumers are shopping through such devices (Ofcom’s Communications Market Report: Northern Ireland 2012) 10% of RoI consumers had made a payment through a mobile device during 2012 (KPMG’s Consumers and Convergence Ireland 2012 report)