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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:

Cover for Referral-Formula-Final-Presentation

Speakers

Emily Wastie

Enterprise Sales & Account Management at Defaqto

Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.

Jonny Adams

Managing Consultant of SBR Consulting

Jonny is a chartered management consultant who leads global transformation programmes for over 15 years, across multiple sectors.

Related resources

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