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Program News | September 10, 2015

Give a Referral, Get a Referral

We are adding to our loyalty program a new offer for advisors: provide us with the name and address of an advisor you believe would identify with our approach, and we’ll send you one of our Referral Ruckus™ workbooks.

The Referral Ruckus™ is our exclusive system to help you determine the steps that will lead to greater referral growth within your practice. The workbook allows you to examine your practice and set out a plan to develop the 7 Referral Drivers™ within new and existing client processes.

We hope that this initiative will not only introduce new advisors to what we offer, but also that it will introduce our current clients to new ideas and solutions for referral growth.

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