Episode # 2 – Referrals

by Kirk Lowe and Matt Halloran | Mod Marketing

Advisor Referrals – How To Get More & Better Clients

Referrals – the necessity of having a referral program in place in your advisory practice.

Kirk and Matt briefly discuss the benefits of a referral program then go present options to being much more successful at positioning and receiving referrals to ideal prospects. 

Getting great referrals starts with having a good advisor brand then compelling marketing and proof of expertise. They share ideas to making this happen and enhancing your ability to attract more and better referrals – specifically more ideal prospects.