Calvert News & Commentary

Raising Your Referral IQ

6/15/2011

Untitled Document

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.

Steps

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