Referral realities

Practice Management

Referral realities

Referrals are one of the biggest growth drivers for advisors. We've shed some light on referral strategy by asking investors what motivated them to make a referral.

Referrals are one of the biggest drivers of growth for advisors. But between conflicting best practice tips (never ask for a referral, always ask for a referral) and common misconceptions (only high-net-worth clients refer) actually developing a referral strategy can seem a bit mystifying. So we’ve shed a little light on things by going straight to the source and asking investors what motivated them to make a referral. 



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