Referral Scorecard

Client referrals are by far the most popular marketing strategy for financial advisors. Learn the proven tactics that can help referrals become a top client acquisition channel for you and your firm and answer the question, “How referable are you?”

  • Over 90% of practices acquired a client through a referral in 2021 (The Kitces Report, 2022).
  • For the typical practice, nearly half of all new clients came through a client referral (The Kitces Report, 2022).
  • The clients that refer new business to you are your biggest firm advocates.
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