REFERRAL MARKETING
The Simple Guide to Referral Marketing for Financial Advisors
Resources
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Media Center
Strengths of ReferMe IQ’s turnkey referral marketing system
From: CEO Money The ReferMe IQ™ team came together with over 100 years of experience across multiple industries to solve the number one problem
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Videos & webinars
Tips for Success in a Rapidly Changing Sales Environment
If you’re in any type of Sales role then you know that the landscape is rapidly changing. Listen in as the CEO of ReferMeIQ™ Peter Velardi, talks with Nick, head of business development, about how you can adapt and conquer when it comes to all things Sales.
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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.
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Blog Posts
Pursuit of Sales Excellence
If you’re somebody interested in pursuing a sales or business development role then you need to check out this post that provides a ton of great insight and resources for making a successful dive into the deep end.
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