Growing Your Practice through Referral Source Marketing

When you develop referral sources that complement your services, you’ll be in a stronger position to respond to your clients’ requests, even when their needs are outside your realm of expertise. In this session, you’ll gain practical tips and strategies you can apply immediately to develop and maximize the success of your referral sources. Together we will:

  • Recognize ways to identify, attract, and qualify referral relationships
  • List methods for ensuring success in your ongoing referral relationships, including staying in regular discussion about the latest ways they can help your clients
  • Apply the right tracking method (based on your firm's current systems) so that you can be accountable and report on your success

Leave this session with enough information to enhance the quality and success of your referral relationships!

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