Are you really running a referral-based practice?

Most RIAs say they run a referral-based practice.

But when you actually do the math, the truth can get uncomfortable fast.

How many new referrals did you get last month?

Now divide that by your total number of clients.

For most advisors, the number is 1%, 2%, maybe 3%.

Which means 97% or more of the people who already know you, trust you, and rely on you did not refer you last month.

That is not a referral-based practice.

That is a hope-based practice.

And hope is not a system.

You can keep taking CPAs to lunch.

You can keep waiting for clients to “think of someone.”

You can keep showing up at networking events, sponsoring tables, posting on LinkedIn, and hoping the right COI finally wakes up and starts sending you clients.

Or you can diagnose what is actually missing.

That is why we created the Referrals for Life Diagnostic.

In just a few minutes, you will score your current referral system across the five stages that determine whether COIs actually turn into consistent referral partners:

Define.

Reach Out.

Engage.

Activate.

Monetize.

By the end, you will know whether you are still a Door Knocker, whether you are a Burned Builder, or whether you are on your way to becoming an Authority Insider.

Take the diagnostic HERE!

Bring your score to our call, and we will show you exactly where your referral system is leaking.

Warmest Regards,
Your DPO Team