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Did you know "Client Referrals" have a Median Marketing Efficiency of 4.7!?

Advisortech Insider: Daily Insights for Modern Financial Advisors

Author

Joe Moss
March 19, 2024

Today, let’s talk about Client Referrals.

When a current client refers you a prospect, that then becomes a client.

So it really should be called Client-Prospect Referrals.

But the likelihood of them becoming a client when a client refers them is so high… its been shortened to “Client Referrals”, because they’re basically already a client.

Deep, I know.

If you’d like to see this in chart form, check this out:

Next best is SEO, and it’s not even close..

That said…

Next Tuesday, I have the pleasure of welcoming Bill Cates, the Referral Coach, to the ProAdvisorSuite virtual stage:

Who: Bill Cates, THE referral guy

When: Tues, March 26, 2pm ET

To What Extent: The best coach on the best marketing strategy for the best community :)

I’m excited for this one!

Joe

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