The Referral Formula
Data, behaviour & the £2.5m AUM opportunity
The Referral Formula: Data, behaviour & £2.5m AUM per adviser, per year
Referrals are already your biggest growth channel — but you’re underutilising them.
76% of advisers say referrals generate new clients, making them the most productive source of growth.
What you’ll leave with
- The psychology & data behind referral behaviour (from 500,000+ reviews).
- How to address the gap from willing to actual referrals.
- Behaviour changes to turn referrals into £2.5m AUM per year.
- A practical framework to turn clients into advocates.
Click below to download the slides:
Speakers
