Are you doing the right things to maximise the referral and recommendation opportunity?
Answer 18 questions and we'll let you know
93.70% of advisers and planners believe referrals and recommendations from existing clients are the best type of new enquiry.
However, our research shows that most aren't getting the basics right, so never maximise opportunity.
Take our scorecard today to find out if there's more you could be doing:
- 5 minutes
- Completely free
- Personalised results and recommendations sent to your inbox
