July 2015  

Say Goodbye to Awkward Referrals

Referrals are essential to growing your practice. But the traditional way of asking for them is dated and uncomfortable: your client takes on the burden of listing names and the risk of referring you.

There's a new approach that focuses on referrals as a natural part of an expanding client relationship. Download SEI’s Referrals: It's Not Them, It's You toolkit which includes:
  • Advisor Article: Referrals. A Better Approach.
  • SEI Referrals Tracker: Replace referrals with introductions for better results
  • Developing COI Relationships Companion: Taking a systematic approach to cultivating COIs is key to success

Gain control of the process and manage it to be a positive experience for your clients.


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Say Goodbye to Awkward Referrals