REFERRAL MARKETING
The Simple Guide to Referral Marketing for Financial Advisors
Resources
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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!
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Videos & webinars
Interview with Michael Yorba of CEOMoney Show
Michael Yorba of CEOMoney Show asks Peter Velardi, CEO of ReferMe IQ™ some questions about the main problem the ReferMe system solves for and talks about some of his personal success with the system.
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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.
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Blog Posts
Referrals Success Tip of the Month: Bypass Human Nature
Hey, I get it. You know all of the powerful statistics as to why it makes sense to build a referral- based business. You
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