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The Nine Elements of Advisor Referability

April 25, 2018

How to help investors become referral-generating advocates

Become a referral builder, not a referral blocker. 

How much do you love asking your clients 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

When you receive the video series, you’ll be able to take an even deeper dive with:

  • The ReferralBuilder starter kit including a Referral Tracker and S.W.O.T. analysis template
  • The Elements of Referability white paper

Can’t wait to find out how referable you are?
You’ll also receive a special SEI discount to The Referability Index from the Client Driven Practice and Absolute Engagement.

Watch this brief introduction, then fill in the form below to receive your video series and materials.

Find out how to become referable

For more information, contact an SEI advisor consultant at 888-734-2679. 

Get the Video and ReferralBuilder Starter Kit

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Legal Note

The SEI Advisor Network is a strategic business unit of SEI Investments. Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.

The Client Driven Practice and Absolute Engagement are not affiliated with SEI or its subsidiaries.

The Referability Index is the property of The Client Driven Practice, and is used with their permission.