From Clients to Partners Referral Program

Most financial professionals get referrals by accident. The vast majority of financial advisors will admit that they don't have a proactive approach to gaining referrals. Any referrals received are entirely reactionary. At the same time, most financial advisors will admit that some of their best clients have come from referrals.

The referral process we teach is a simple, 13-step process that will transform your clients into partners. It's not the old referral game of asking your clients to write down the names of 5 people you could help, it's a complete transformation of your practice.

Let's face some facts.

Referrals don't happen because of what you do. There are dozens of financial professionals in your area that provide financial guidance to residents. Referrals happen because of how you make somebody feel. They happen because of the experience you create for your clients. Believe it or not, your clients are more willing to refer people to your practice than you may think. Gaining referrals is as simple as creating an unrivaled experience for your clients, and providing them with the opportunity to introduce you to their friends, family members, and colleagues. This 13-step process will guide you through every step of the way, and will quickly turn your clients into partners!