Advisor Websites and Redtail Educational Series, Part II: What Referrals Want


In the digital age, most people who have been referred to your firm will do a simple Google search. What do they find? In this session we’ll explain what referrals are looking for when (and if) they find you online and how to systematize your referral system.

Join us as we continue an educational series of webinars that will focus on using your website and CRM together to generate new leads, close business and delight clients.

Tune in & learn:
- How to identify and define conversions unique to your practice
- How to systematize your referral system with technology
- Best practices for turning qualified leads into happy clients

Wednesday, November 12, 2014 10:00 AM - 11:00 AM PST : What Referrals Want - Presented by Redtail & Advisor Websites

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