Growth through Referrals

Few advisors actually take full advantage of the potential for referral growth in their practices. Also available as a group workshop, the Referral Ruckus™ is a tool for advisors looking to bridge the gap between client loyalty and viable referral opportunities.

The Referral Ruckus™

WHAT YOU GET

  • REFERRAL RUCKUS™ DISCOVERY BINDER
  • CALCULATORS AND PLANNING TOOLS
  • IDEATION AND CUSTOM DELIVERABLES

KEY FEATURES

  • Your binder is your personal tool to evaluate your practice and to begin implementing the strategies that will help you see more referrals through your client base.
  • Each step in the Referral Ruckus involves unique exercises that help you determine where the referral opportunities lie in your practice, and what the next steps are to taking advantage of them.
  • We provide ideas for engagement in each phase of the client relationship, creating the experiences and the opportunities that lead to viable referrals.
  • REFERRAL RUCKUS™ DISCOVERY BINDER

    KEY FEATURES

    Your binder is your personal tool to evaluate your practice and to begin implementing the strategies that will help you see more referrals through your client base.

  • CALCULATORS AND PLANNING TOOLS

    KEY FEATURES

    Each step in the Referral Ruckus involves unique exercises that help you determine where the referral opportunities lie in your practice, and what the next steps are to taking advantage of them.

  • IDEATION AND CUSTOM DELIVERABLES

    KEY FEATURES

    We provide ideas for engagement in each phase of the client relationship, creating the experiences and the opportunities that lead to viable referrals.

Core 7 Referral Drivers

The 7 Referral Drivers are the qualities in a practice that determine its refer-ability. Clients have the means to refer when these drivers are imbedded in their advisor’s practice.

Workshop Highlights

Be memorable, remarkable and refer-able.

Tangibility is the key to differentiating your practice. We provide unique ideas for creating tangible takeaways specific to your process, so that you can provide clients the tools to refer your service.

Ask us about our seminars and services for improving referral rates.

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