Spectrem Articles Subscription A Spectrem article subscription is required to access articles in this dashboard. Article Date: 08/10/2016 The Keys to Attracting Gatekeepers The lifeblood of a financial advisor’s business is referrals, which come mostly from a prospective client’s family or friends. But another key source may be the so-called Gatekeepers; professionals, such as attorneys or accountants, who may be called upon to refer their clients to a financial advisor for issues outside of ... Log in to view full article. Sign In Forgot your password? For more information about Spectrem Articles Subscription Plan, or to purchase CLICK HERE
