Adviser Event: Driving Growth through Effective Client Referrals

Referrals: The Untapped Goldmine in Your Advice Process

We all know that Kiwis trust the opinions of their friends and family—but are you making the most of that trust? Surprisingly, many advisers aren’t asking for referrals at all, missing a powerful opportunity to grow their client base.

In this session, you’ll learn how to confidently and effectively ask for referrals during your advice meetings. Hear real examples from advisers who are doing this successfully, and discover how you can seamlessly integrate Generate into your process to amplify results. Whether you're new to referrals or looking to refine your approach, this presentation will give you practical tools to take action right away.