Welcome to The Referability Index®!
This is the first systematic assessment of how well positioned you are to attract new clients by referral (and by other sources as well)!
The Referability Index® is the first tool to address the biggest problem with most other referral advice.
Advice on boosting referrals is almost all tactical – do this and you’ll get more.
Our research shows that being referable is not something you do, but who you are. It is a structure of characteristics and habits that help clients remember who to recommend you to, when to do it, and what to say about you.
Get the referrals you are missing.
Advisors report getting referrals from 4% of clients
But 30% of clients report referring!
The Referability Index® will show you how to improve your outcomes.
The Referability Index® is an inexpensive way to X-ray your business and discover what you can focus on to generate the biggest effect on referrals. The assessment is only $197, and gives you 12 months access to the system. Ongoing access enables you to make changes, update your responses, and get your new score. You can systematically improve your ability to attract referrals and clients.
The 120-question assessment covers 7 aspects of your business
- Client Focus
- Client Experience
- Team Development
- Internal Processes
- Marketing Processes