The Top 10 Things I’ve Learned About Referrals in 10 Years of Business

Presented by

Matt Anderson, The Referral Authority

About this talk

Most people perform day-to-day tasks on autopilot. Are you guilty of doing the same thing with how you get referrals? This webinar is intended to address the key lessons I’ve learned over 10 years. They include tips on how to generate more and better referrals as well as the lifetime advantages of why you want to persist with developing this skill and not retreat to old ways. Evaluate yourself by viewing this webinar and asking yourself: ‘What am I doing well and what do I need to get better at?’

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.