Structuring Client Referrals: A Practical Guide
Summary
In this session, join Pete Wozniak, CFA, and Jack Taylor from Dimensional Fund Advisors as they share insights into client referrals. Drawing on findings from Dimensionals Global Advisor Study and Global Investor Study, alongside perspectives from leading industry consultants, they will explore why having a defined and documented referral process is critical to effective business development.
Book now to register for this event. An email with the webinar joining link will be sent to all registered attendees in advance of the event.
Our Speakers
Pete leads the Practice Management division across EMEA at Dimensional Fund Advisors, while Jack is the Regional Director responsible for supporting independent advisory firms across Scotland and the North East.
Learning Objectives
Following this presentation delegates will be able to understand:
1. Identify the strategies and behaviours used by firms and individuals to successfully generate referrals
2. Explain the key reasons referrals do or do not occur, and recognise common barriers to referrals
3. Understand what motivates clients to refer their adviser and how to create conditions that increase client “referability”..
CII Accredited
