Assemble a board of your best, most loyal clients to meet quarterly to discuss their ideas on how you can improve client service. In this informal setting, you can emphasize how important referrals are to your business, and solicit their ideas on how to get more referrals. As “board members,” clients feel they now have a vested interest in helping your business grow, and invariably start sending you referrals soon after the meeting.
Advisors’ Academy was founded in 2006 by David J. Scranton with a vision to recruit other highly successful, motivated advisors and teach them how to achieve even higher levels of success – while always putting the interests of their clients first! Advisors’ Academy is an affiliate of Sound Income Group
Contact Us
500 West Cypress Creek Road,
Suite 250
Fort Lauderdale, FL 33309
support@advisorsacademy.com
Phone: 877-399-1933
We guarantee that any advisor accepted into Advisors’ Academy will increase their business by at least 33% over a 12-month period, or we will pay them up to 1% additional compensation on any business they write with us. Certain conditions and restrictions apply.
