Choose the right strategy to increase referrals!
The Referability IndexTM
The right strategy is different for every financial advisor. You have heard lots of ways to get referrals and there are many you have not heard yet. But which is the right one for you? It depends.
Advisory firms are positioned differently, offer different services, and communicate differently about what they do. So one strategy that might work great for one advisory firm will fall flat for another.
The Referability IndexTM is a revolutionary new assessment tool to evaluate your advisory firm from seven perspectives. It measures each of the key areas fundamental to attracting referrals. The index will show you where you are strong and where you are weak. More important, it will point you in the direction of which strategies will give you the biggest return on investment. Your custom report will recommend the easiest and most cost-effective things you can do to increase the number of referrals you attract.
- Identify strengths and weaknesses
- Discover land mines that are preventing referrals
- Compare your marketing to best practices
- Discover which strategies will give you the biggest return
Take your custom assessment today!
Standard report includes:
- Customized recommendations
Get more information today and start attracting more clients!