The Greatest Referral Process Ever

Referrals have a significant impact on a financial advisor’s business.

Referrals are more than word of mouth introductions. Learn about the tools and techniques necessary to optimize the referral process and lead to unprecedented growth.

This is what you’ll learn:

  • The proper and prescriptive steps necessary for referral acquisition

  • How technology validates your business and its role in the referral chain of events

  • How to align your marketing methodology required to meet, nurture and onboard new clients