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Why everything you’ve been told about referrals is wrong … and what to do about it

Every advisor understands the importance of referrals, yet there’s no aspect of an advisor’s business that has more misinformation than what it takes to get referrals.

This talk highlights new research on what drives referrals today and explains why “asking for referrals” can be counterproductive. Among other topics covered:

  • Why clients provide referral
  • Why satisfied clients don’t provide referrals
  • The catalysts that lead to referrals
  • Low stress approaches to initiating referral conversations
  • Post-referral follow-up to create referral momentum

Well thought out and insightful
“A well thought out and insightful presentation to our Chairman’s Club qualifiers ….great response to your single-minded focus on what it takes to bring new clients on board.”
HSBC Securities
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Top rating
“Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”
Manulife Financial
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Fabulous talk
“A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days”
RBC Asset Management
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