We’ve had more than 200 advisers and planners complete our 2023 referral and recommendation survey.

The results so far are fascinating, showing us how advisers/planners:

• Thank clients who’ve made a recommendation
• Talk to clients about referrals and recommendations
• Ask for feedback and nurture prospects until they become clients.

If you’ve not completed the survey yet, we’d like to ask a favour. Could you spend two minutes (Survey Monkey tells us that’s all it takes) to answer eight quick-fire questions?

You can? That’s great. Click here to get started.

You’d like to know what’s in it for you? No problem!

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 secure more referrals and recommendations.

Combined, those assets will help you benefit from more referrals and recommendations from existing clients. And, as we know, they’re the very best type of new enquiry for your business. That’s a great return on investment for just two minutes of your time!

If you’re convinced, click here to take the survey.

Thank you.