FINANCIAL ADVISORS

Financial Advisors Knowledge Center

Jul
26
2011

Turbo-Charge Your Referral Process Toolkit

Do you have a long list of satisfied and loyal clients, but a short list of client referrals? Have you tried to engage centers of influence without strategies and tactics to support your efforts?

If that describes your practice, then you're a victim of the "referral gap" - the difference between clients and COIs who are satisfied, but not engaged - who respect you enough to make a referral, but are not motivated to do so.

Narrow the "referral gap"

We can help you create a steady source of new referrals. Register today to receive access to the Turbo-Charge Your Referral Process Toolkit, which includes:

  • Turbo-Charge Your Referral Process Webinar, featuring Julie Littlechild, president of Advisor Impact and John Anderson, head of Practice Management Solutions, SEI Advisor Network, which can help you build a systematic approach to finding, cultivating and leveraging COIs
  • Video case study of two successful advisors sharing their experiences using Centers of Influence to build and implement a referral-only practice
  • Worksheets to help you implement your strategy, including client profile and referral evaluation worksheets
  •  Articles about how the referral "engine" runs

To access your toolkit, please complete the short form below.

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