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.
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.
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.
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.
Simply input your mailing address below. *required field
By identifying what you want to achieve,
we can create the path that will lead you there.
Fill out one of the contact forms below,and we'll help you determine
the next steps to achieving growth in your practice.
You can reach me by phone.
You can reach me by email.
*We're reaching out for the purpose of a one-to-one review between you and our team lead.
We don't use auto-senders, put you on an email list or send you spam.