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A quarter of global wealth management clients plan to change advisors in the next three years. To capture your share of those shifting client relationships, you must get clients past their natural reluctance about referrals and turn them into volunteer marketers for your practice by giving them a story to tell. Baer explains how to get clients talking about you like this by creating talk triggers, strategic operational choices designed to create conversations.

Referrals are an important part of any advisor’s success, but do you have an actual strategy for creating them? Baer, a marketing and customer experience expert, explains the crucial difference between reactive and proactive referrals, and identifies the psychology that determines when a client will talk about you. Learn how to provide a differentiated and memorable client experience that will boost client recommendations and catapult your business forward.