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Barbara Kotlyar

Contributor

Barbara has more than 10 years of marketing experience that includes a proven track record of leading high-impact marketing initiatives to drive market visibility, acquire new clients and expand partner and client relationships. As managing director of Bridge Marketing, Barbara works with advisors, trust companies and technology vendors to build their businesses by generating leads, writing content and creating brand awareness.

Barbara has held marketing management positions at several high tech companies including ByAllAccounts, EnterpriseDB, Board USA and Virtual Solutions, where she implemented effective low cost, high touch lead nurturing programs, created social media campaigns and policies and provided strategic marketing and sales direction.

Barbara holds a Bachelor of Science in Business Administration, and an MBA from Northeastern University.

3 Ways to Ask for Referrals

All advisors love it when clients recommend them to family and friends. And by this point, most of you know that referrals are the most reliable sources of new business.

Either way, this aspect of the advisory business is so important that a refresher course is always welcome.