Advisors4Advisors

Event 

Getting Referrals Perpetually
Category:
Financial Advisor Webinar Series
Title:
Getting Referrals Perpetually
Presenter:
Julie Littlechild
Stephen Wershing, CFP
Company:
Advisor Impact
The Client Driven Practice
When:
01/21/11  4:00 PM EST - 5:00 PM EST
Slides:
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CE Credit:
IMCA
Event rating:
User rating
 
4.2 (78)

Description

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.



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Rating:
 
4.2
 
 

0 of 0 people found the following review helpful
Thanks for this topic - the survey results were interesting and I'm looking at how I might assess "engagement" in my clients.Thanks also Andrew for asking the questions we all have - about costs etc.
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cherylk847 Reviewed by cherylk847
January 20, 2011
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Last updated: January 20, 2011
 

0 of 0 people found the following review helpful
Some very interesting research and the client advisory sounds like an excellent idea.
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kevins(41 Reviewed by kevins(41
January 20, 2011
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Last updated: January 20, 2011
 

0 of 0 people found the following review helpful
One of the most helpful webinars I've attended, although I have benefitted from many of them
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Webinar Attendee Reviewed by Webinar Attendee
January 20, 2011
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Last updated: January 20, 2011
 

0 of 0 people found the following review helpful
I was happy to hear that my reluctance to "ask" for referrals is not me chickening out, but paying attention to my gut. I think that the advisory board is an interesting concept, but i also wonder how to balance gleaning valuable information from them, without making them feel like they are doing my job of attracting new clients.
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dinai631 Reviewed by dinai631
January 20, 2011

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Last updated: January 20, 2011
 

0 of 0 people found the following review helpful
I thought the content was very timely and very helpful - not your 'typical' referral type of presentation. Thank you for the push of putting together an advisory board - I've considered this in the past and it made even more sense in the context of this presentation.
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laurien415 Reviewed by laurien415
January 20, 2011

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Last updated: January 20, 2011
 
 
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