The best way to grow an advisory practice: better client research


When you are interviewing for a job, you research the company inside and out to sound prepared.

When you are sent a prospect, you research that person with great detail so you can win the business.

So why is it that we don't do that kind of research about our existing clients, so that when we want their help to get referrals, we sound more informed?

Watch Amy explain what is Referralytics™.