Financial Advisors Knowledge Center
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