As a trusted advisor your clients may see you as the quarterback of their financial support team. But while you are core to the process, you may not offer all of the services they require to manage their holistic financial services needs.

Referrals become a key tool in your arsenal to get your clients the services they want while keeping you connected and making sure these providers offer your clients the quality support they deserve.

To learn more about smart approaches to referral management, read our research-driven white paper with insights from your peers.