WHAT INFORMATION WILL REFERRALYTICS PROVIDE?
- Sources of wealth
- Family members
- Business associates
- Neighbors and community friends
- Current and former colleagues
- Philanthropic involvement
- Passions and hobbies
- Board and club memberships
- Political affiliation
HOW CAN THIS INFORMATION HELP ME?
Our Referralytics data can help you create significantly more opportunities between you and your contact by connecting the dots for them can often produce enough comfort and trust to warrant a conversation about referrals.
Having a fact-based foundation enables you to initiate more meaningful and consultative interactions with your constituents, spot avenues of access that might otherwise have been hidden and earn business through preparation and focus.
Rather than relying on serendipity to achieve organic growth, having an understanding of how to leverage client-specific insights in ways that are accretive to planning and prospecting can be extremely effective. An informed advisor who arrives with pointed questions will garner the most trust, respect and new business.