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Project News | November 19, 2015

A Mechanism for Referrals

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.

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