4 Essential Components of an Effective Referral Program for Financial Advisors

Despite being client referrals being used in 93% of practices, just 20% of financial advisors proactively solicit referrals and even fewer have a clearly defined referral program in place, according to Kitces’s 2022 report on marketing tactics. Those few who did have a consistent and well-defined referral process in place outpaced those who didn’t in […]