According to Brett Coffman of Matrix Wealth Advisors in Charlotte, N.C., physicians may be among the more challenging clients to serve, but they make up for it by also being among the most loyal. "They tend to appreciate our advice more than any other demographic," he said in a recent Investment News article. "They tend to be our best-referring clients."
If physicians are represented in your client base, try mapping their networks and asking them for introductions. By the way, some advisors find that physicians respond very well to the "asking for advice" method. So you might want to give that a try.
Then, let us know what happens. (If you've already had an experience with asking a physician client for referrals, good or bad, click on "comments" below and tell us about it.)
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