Mastering Your Referral Process - Duplicating Your Best Clients | Mackenzie Investments

Mastering Your Referral Process - Duplicating Your Best Clients

Larry Distillio
Larry Distillio
Assistant Vice President, Practice Management

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.

Access Continuing Education Center

Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines

  • CE credits are subject to approval from the following associations:
    • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
    • Investment Industry Regulatory Organization of Canada (IIROC)
    • Financial Planning Standards Council (FPSC)
    • Chambre de la sécurité financière (CSF)
    • Institut québecois de planification financière (IQPF)
    • Alberta Insurance Council (AIC)
  • CE Credits are issued on a per participant basis. Individual registration is required.
  • To earn CE credits, you must watch the entire webcast, including the Q&A session and take the quiz.
  • Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

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.

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