Please complete the form below and we’ll send you a sample toolkit.
*Thank you for the interest. Kindly note, we will forward the material request and follow up with you directly for the purpose of a one-to-one review between you and our team lead. You will NOT be contacted if your details are not complete or industry specific. We will NOT provide your contact details to others, we will NOT put you in an email list, or SPAM you.
Working with a team in downtown Toronto, we learned that the vast majority of their new business came through referrals, and this was the route they wanted to explore in order to reach their growth goals.
Offering a highly customized investment process, the team holds strong relationships with a network of clients. Through the Referral Pack, we were able to articulate their process, encourage advocacy, and establish a mechanism for initiating introductions to like-minded people who might benefit from an individualized portfolio.
The team now follows a clear referral process that conveys to new opportunities the premium, personalized nature of their approach.