Raising Your Referral IQ
Raising Your Referral I.Q. is a new program from Calvert to help advisors generate more and better referrals. Recognizing that different personality types react differently to referral requests, the program provides advisors with a powerful new profiling tool that offers them insights into their clients’ personalities.
The program helps advisors:
- Identify their clients’ personality type
- Clarify their clients’ financial orientation
- Understand the best way to ask a client for a referral
- Pinpoint the kind of referral help they should request from that client
Using Raising Your Referral I.Q.