PW Whitepapers


July 2018



Digital Advice and the Client Journey
What do you hope to accomplish with your digital strategy?


First, take a big-picture look at your advisory practice with the 8 critical elements in our newest paper. Using what you learn can help position your firm for a successful digital advice strategy.


Digital Advice and the Client Journey

The Nine Elements of Advisor Referability
Become a referral builder, not a referral blocker.


How much do you love asking for referrals?
There are other ways to get referrals—in fact, nine that we’ll share with you. And one important step is to know just how referable you are.
In our video series, we’ll talk about:
  • What makes some advisors more referable than others
  • How to get your clients to be referral-generating advocates
  • What you can start doing—right now—to increase referrals
  • What new resources can help make referral-generating easier