Did you know you can turn happy clients and COIs into your best marketing asset?

Referrals close at 50% or better, yet most advisors treat them as a pleasant surprise rather than a predictable outcome of the relationships they already have.

This workshop shows you how to move from a passive, word-of-mouth strategy to one that works on repeat, and builds your online visibility at the same time.

You’ll leave with a tactical plan for your referral and testimonial process, ready to implement so you can finish the year strong.