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Advisor Growth Forum: Retention and Referral

Tuesday, February 15, 2024 at 12:00 PM CT

Make the Most of Your Existing Client Base

92% of consumers trust the referrals and recommendations of people they know personally. Referral marketing is one of the most efficient ways for advisors to grow their business.¹ In fact, leads from referrals have a 30% higher conversion rate and 37% higher retention rate than leads generated from other marketing channels.²

Attend this webinar to learn how to:

• Deepen relationships with existing clients and generate referrals
• Empower clients to share your unique message
• Discover the best practices to host referral events

FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION. 2971461-0623

1 Borowski, C. (2017, October 30). B2B demand generation benchmark report. Software Advice. Retrieved September 12, 2022.

2 Chua, D. (2021, March 10). Infographic: Why referral marketing is awesome [2021 update]. ReferralCandy Blog. Retrieved September 12, 2022.