Category Archives: Professional Referrals

Is Industry Expertise Overrated When Choosing a Provider?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When business leaders select a professional services firm, it is not uncommon for them to focus first on whether a provider has relevant experience in their specific … Continue reading

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The Art of Giving — and How It Benefits Your Business

This week’s post and full linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. We’ve previously discussed the importance of giving in the context of making referrals, and this article expands on the art of giving and how … Continue reading

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What is Your Professional Services Referral Style?

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. A professional services referral – when someone you know either refers you to a prospect or refers a prospect to you – provides a competitive edge … Continue reading

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Generating Referrals: Three Ways to Help Referral Sources Remember You

In one of our previous articles, Three Keys to Generating More Referrals, we talked about how referrals are seen by most Los Angeles as the “holy grail” of sales and marketing for a very important reason: in the eyes of … Continue reading

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How to Find the Best Outsourced Service Provider for Your Needs

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. In recent years, compelling business cases have led Los Angeles and Southern California executives to bring in contract service providers, and a structured process is the … Continue reading

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The Art of Referring: Introducing Qualified Professional Advisors

This week’s post and linked full article are by John W. Braine, Partner, CFO Edge, LLC. Los Angeles and Southern California professional advisors realize both the importance of referrals and that making referrals isn’t something that should be taken lightly. … Continue reading

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