ReferralPower: A Step-by-Step Map to Your Best Opportunities^SM

Creating satisfied and loyal high-net-worth clients is the easiest way to access the most valuable leads of all: referrals. ReferralPower will put your financial advisory firm on the right path.

How you benefit

• An understanding of your firm’s client satisfaction and loyalty
• Recommendations for how to build trust and improve satisfaction of your best clients
• Skill and confidence to ask proactively for referrals
• More high-quality high-net-worth referrals
• Lower business development costs

What Excella will deliver

Your 14- to 16-week engagement includes the following three elements:

• Client satisfaction and loyalty study that reveals how your client base feels about your firm
• Action plan for improving satisfaction among your best clients
• Actionable referral program, including a list of best potential referral sources, customized measurable strategies, tools, and training

For financial advisors and firms seeking additional support, we also provide one-on-one coaching to ensure you are successfully implementing our recommendations to improve client loyalty and acting on our customized referral program.

Set up a complimentary initial consultation.

 View program details.