The Referral Edge Nov
Join Valerie Chaney, Managing Principal of Wealth Management Research at CEG Insights, for an interactive and transformative workshop to elevate your referral strategies and expand your professional network. From CEG Insights' empirical research and CEG Worldwide's extensive experience coaching thousands of financial advisors, this session will provide practical tools and techniques to boost your referral generation efforts significantly. Learn how to cultivate a growth-oriented mindset and build stronger, more meaningful connections with peers and clients.
Learn what referral marketing is and how it differs from traditional marketing methods.
Discover the advantages of referral marketing, including increased conversion rates, reduced acquisition costs, and improved client retention.
Explore the differences between active and passive referral strategies and how to implement both effectively in your practice.
Develop a comprehensive referral plan that aligns with your business goals and targets high-net-worth clients.
Learn how to offer a high-value second-opinion service to attract referrals and convert them into loyal clients.
Attending this session will give you actionable insights and practical tools to master client referrals and outperform the competition. You will leave with a clear understanding of implementing effective referral strategies, reducing acquisition costs, and increasing client retention. This session will empower you to build a robust professional network, attract high-quality referrals, and achieve significant growth in your wealth management practice. Don't miss this opportunity to transform your referral marketing approach and secure a competitive edge in the industry.
