What is the number 1️⃣ reason referrals aren't consistent for most advisors? Because they don't have a system for harvesting them automatically. But then, some advisors read Todd Fithian's article on Kitces.com and clued us in. 🤯 Todd designed a brilliant process that uses NPS (net promoter scores) to tee up warm introductions (12x more effective than referrals). The only downside is that it takes a lot of work to automate. So, Snappy Kraken built a fully automated campaign that makes it easy to: ✅  Identify promoters with an NPS survey ✅ Follow up automatically to book warm introduction meetings ✅ Start generating valuable referrals—without the awkward ask In this video, Michael Kitces breaks down why this approach is a game-changer. Want to see it in action? Join us live for “Referrals On Overdrive: How To Build A Scalable Warm Introductions System.” Webinar Date: February 11th at 2pm ET / 11am PT Register now → snappykraken.com/scalable-re…

Feb 10, 2025 · 2:59 PM UTC

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