What Referrals Want: Presented by Advisor Websites & Redtail

The 2nd part of our 5 part educational series explains what referrals are looking when (and if) they find you online and how to systematize your referral system.

Watch 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.

This session we'll cover:
- 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

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