Referral Savvy

Generating referrals is an art. The Referral Savvy app is designed to help you increase qualified referrals from clients and other business professionals. It offers strategies that can help you build stronger connections across generational lines, including Millennials, Generation Xers and Baby Boomers.

Learn how to:
1. Brand yourself
2. Get connected with clients
3. Build networks
4. Increase client engagement

IMPORTANT NOTE: The Referral Savvy app contains tips and strategies that involve social media, entertainment and gifts. Before conducting any of these activities, such as posting on social media sites, running a client appreciation event or offering gifts, please consult with your firm’s compliance department for guidance and information on regulatory or company-specific requirements. The content of this app is for information purposes only and is not meant as an endorsement of any particular activity or social networking site. Show More