Start with your complimentary referability scorecard
The common wisdom is that referrals can be the most powerful, most effective, and most cost-efficient way to obtain new clients.
And yet, most advisors face challenges in attracting enough referrals on a regular basis to enable them to hit their growth goals.
Our referability scorecard is the first step in our “Getting referrals toolkit.” It can help you assess your current referral process against key tactics that we’ve observed from the most referred firms.
Get professional advice on three growth themes that can help you deliver a more complete experience for your clients, including a “Things to consider” companion and sample tools for most topics.
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