The Future of Referrals


This whitepaper outlines how and why things have changed when it comes to getting good quality referrals, and what to do about it.

Referrals are still the cornerstone for building AUM as a financial advisor but the “old ways” just don’t work anymore.

Seminars and straight-out asking don’t produce the quantity or quality of referrals most financial advisors need to sustain and grow their practices.

The Future of Referrals Ain’t What it Used to Be