From Prospect to Promoter: The Client Journey to Better Referrals

The Prospect to Promoter presentation takes advisors through three stages of the client experience:
Prospecting: How to better articulate your value and create a target client profile
Engaging: Understanding the preferences of clients most likely to refer
Growing: Evaluating the opportunities that exist to generate referrals among existing clients

Attendees leave this presentation with actionable steps for each phase of the cycle, helping them better identify prospects and turn them into promoters for continued growth.