Case Study: Atlanta Based Financial Advisor Boosts Referrals with ReferMe IQ™

Atlanta Based Financial Advisor - Customer Case Study

Atlanta Based Financial Advisor, a solo financial advisor in Atlanta, had built his business through company-provided leads, purchased leads, and seminars, but the leads were increasingly cold and time-consuming to convert. After shutting down most of his marketing in hopes of getting more referrals, he found he lacked an effective system for client service and relationship marketing, and his revenue began to suffer.

He signed up for ReferMe IQ™ after downloading a free marketing plan and attending a live demo, then implemented the system with his top 50 clients. ReferMe IQ™ provided an all-in-one referral and networking process, and the advisor quickly received 20 referrals, showing strong traction from the new approach.