News article

Introducing our 2023 Referral and Recommendation Survey

Referrals and recommendations from existing clients are the best type of new enquiry. We want to understand more about the approach advisers and planners take to maximising these opportunities.

So today, we are launching our 2023 Referral and Recommendation Survey.

Here’s what we’d like you to do

Give us five minutes of your time to answer eight questions. They’re quick-fire and simple. There’s no need for you to look up any detailed information.

Here’s what you’ll get in return

Everyone who completes the survey will get early access to:

  • The results
  • Our new referral and recommendation scorecard
  • Hints and tips to help you get more referrals and recommendations.

Here’s what you need to do next

Click here to take the survey.

As we said, it’ll only take five minutes to complete. In return, you’ll get access to some great information that will help you get more referrals and recommendations from existing clients.

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