Webinars With Industry Experts

Getting Referrals Perpetually

Though 91% of clients say they would be comfortable providing their advisor a referral, only 29% actually give their advisors referrals, according to a recent study by Advisor Impact.

Though referrals are the key to driving growth at advisory firms, the study shows that few advisors are good at generating referrals.

In this webinar, coaches Julie Littlechild and Stephen Wershing, CFP®, will show you:

  • The anatomy of a referral--how and when they occur
  • Why asking for a referral does not get the best results and can actually backfire
  • Three crucial factors lead to gaining referrals
  • How to incorporate a referral system into your practice

Littlechild is president of Advisor Impact, which provides advisors Client Audit, a proven system for gathering feedback from clients and then translating that information into increased loyalty and revenue. She’s also author of the Business Success Kit, a guidebook to assist in efficient practice management.

Wershing develops client-driven practices for advisors by collecting and analyzing client feedback and using it to engage an advisor’s best clients to drive a strategic plan. He’s a former chief operating office and chief executive officer at broker/dealers and RIAs.

This webinar is approved for IMCA® CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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