Pathways to Growth - Referral Revolution: Harnessing Growth Through a Strategic Program

Sponsored by Capital Group, home of American Funds Distributors, Inc.

Access a client-centric method for generating new referral streams with a center-of-influence (COI) engagement strategy. Deep engagement with clients is the key to client loyalty and growth, but how to get there isn't always obvious. This program provides you with disciplines and tools that can help elevate client satisfaction and deepen client engagement.

Learning Objectives:

• Understand why social currency is the key to referrals.
• Identify the engaged clients likely to generate COI introductions.
• Build partnerships with our three-step COI referral strategy.