Referral Strategy Consultation
I invite you to a one-hour Referral Strategy Consultation with me. It’s your best next step toward implementing a strategy that works for you. We'll focus on your specific business needs.
- Eliminate your roadblock to effective client referrals.
- Pinpoint the weakest link in your client referral practices.
- Discover the most natural way to strengthen that link.
- Take action to increase the quantity AND quality of your referrals.
When you register for the consultation, I’ll send you an intake form with a link to my calendar. Your responses on the form prepare both of us to make the most of our time together.
Secure payment of $247 USD through Wave business accounting system.
Want a roadmap to grow your advisory business by 60%?
It doesn't happen by chance. It happens by strategy. Get The Financial Advisor's Client Referral Roadmap to strategize for more and better clients. It's easier than you think.