Why do clients refer?

Practice Management

Why do clients refer?

We asked clients who referred their financial advisor in the past two years to tell us why they did it.

Referrals are the lifeblood of any strong, growing advisory business. But between conflicting “best practices” and common misconceptions, actually developing a referral strategy can be daunting for any advisor. So to shed a little light on the subject, we went straight to the source.

We asked clients what motivated them to refer their advisors. Take a look at what they had to say and take the “Referrals: Myth or Reality? Quiz” to test your knowledge. 

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