Resources

Turn On Your Referral Machine

Establishing Your Professional Partners Alliance

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The #1 client acquisition strategy by a sizable margin is REFERRALS! Depending on the survey you read, 65% (Oppenheimer) to 90% (Quantuvis Consulting) of new clients come from referrals

 

 

 
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Free Referral White Papers

icons 03Referrals are critical your success. Learn more about what's not working, why and how both financial institutions and advisors can become referral champions.

Strategic Partnerships

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Referral Revenue Calculator

icons 06Your companies’ Return on Investment for ReferralPod should be so high the expense is negligible. We invite you to estimate your Referral Revenue

Contact Information

  • Address: 15750 Venture Lane,
    Eden Prairie, MN 55344
  • Tel: (888) 838-0402
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