Many surveys show that advisors acknowledge and decide that they want to grow their business with referrals, but they don’t ask for referrals. The missing ingredient is a process and a plan to attract the advisor’s ideal client. To achieve mastery in attracting referrals it is important to follow steps to attract the ideal client. This presentation will outline these steps as well as facilitate the advisor’s thinking with a supporting “Mastering Your Referral Process Worksheet”. Advisors will also be presented with clear strategies for overcoming common referral roadblocks.
Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines
This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.
FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with rules for investor sales communications. Mackenzie disclaims any responsibility for any advisor sharing this with investors.