Resources
-
REFERRAL MARKETING
The Fast Track to Digital Referral Marketing for Independent Financial Advisors & Insurance Agents
This fast track guide for independent financial advisors and insurance agents covers how you can shift your client acquisition to be more digital and referral-based to align with 2021 consumer preferences.
Read More -
BEST PRACTICES
Sending a One-Time Email
Automation is very valuable but there will be times when a one-time send makes the most sense. Here is what you need to know to get the most out of your one-time sends.
Read More -
BEST PRACTICES
Building a Personal Network Email List
Check out this resource to help you get all of your network, not just your clients, into your ReferMe IQ™ system. These are people who represent a great referral opportunity!
Read More -
BEST PRACTICES
How To Use ReferMe IQ™ – The Do’s and Don’ts
So, now that you’ve signed up for ReferMe IQ™ to automate the referral process, how do you make it effective? Check this out to make sure you’re armed with all the necessary tools.
Read More -
REFERRAL MARKETING
What’s Holding Back Your Referral Success?
When was the last time you bought something that you didn’t hear about from a friend? I’d venture to say you’re having a tough
Read More -
REFERRAL MARKETING
Is My Company Equipped For Referral Marketing Success? 3 Crucial Questions
Struggling to come up with those “outside the box” ideas to bring in those essential new customers? You’re not alone. The undisputed #1 problem
Read More -
REFERRAL MARKETING
3 Ways Client Retention and Referral Marketing Align to Increase Profits
Brands are forever waging war over consumer attention; and not just to get our business, they want to keep it, too. Client retention plays
Read More -
All
MARKETING
REFERRAL MARKETING
The “Referable Practice” – A Modern Checklist
How do they do it? More and more top professionals and service providers generate a consistent stream of referrals from networks and relationships by
Read More -
All
MARKETING
REFERRAL MARKETING
Marketing Automation: 4 Questions to Easily Identify What Matters
Given the plethora of choices out there for various forms of marketing automation, it is no wonder many businesses are overwhelmed. What are 4
Read More -
All
MARKETING
REFERRAL MARKETING
Learning About the Power of Taglines
Have you ever noticed that all mega-brands use taglines in their businesses? If I said to you “Just do it!” or “What’s in your
Read More -
All
MARKETING
REFERRAL MARKETING
Why Referral Marketing is Crucial to Business Growth
As business owners, we all want to grow. With the Internet and social media, there is a steady stream of noise from marketing services
Read More -
All
MARKETING
REFERRAL MARKETING
Building Trust and Relationships – The Power of Transparent Values
Why is it that many top businesses literally attract the best clients/customers? It can seem too easy – they have targeted clients chasing them,
Read More -
All
MARKETING
REFERRAL MARKETING
Small Business Fundamentals that will Drive Clients and Customers to You!
Isn’t it the dream of every business owner to wake up with a steady stream of potential clients/customers lined up
Read More -
All
MARKETING
REFERRAL MARKETING
What Every Business Owner Needs to Know About Referral Prospecting
I have been in the industry well over 30 years as an advisor, senior leader, trainer and business owner. It is fascinating to me
Read More