Establishing Your Professional Partners Alliance
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
Referrals are critical your success. Learn more about what's not working, why and how both financial institutions and advisors can become referral champions.
Your companies’ Return on Investment for ReferralPod should be so high the expense is negligible. We invite you to estimate your Referral Revenue
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