Get (and Keep) More Qualified Referrals

Presented by

Bill Good, Chairman, Bill Good Marketing

About this talk

A referral is a name volunteered by a client as someone needing the advisor’s help. But simply receiving the name gives no insight into how interested or qualified the lead is. In this presentation, Bill Good shares how to get your clients to refer those who are interested in doing business now or in the near future.

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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.