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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