Referral SWOT Analysis™


Referral SWOT Analysis™

A Horsesmouth Study revealed that 80% of financial advisors have no referral strategy or if they do, it’s unfocused and inconsistent.

The Referral SWOT Analysis ™ is a comprehensive referral assessment and follow-up consultation to help you uncover referral issues you may be ignoring or are not even aware of and their direct impact on your success.

This much needed insight will prepare you to make strategic decisions regarding your business development efforts and align your resources appropriately to achieve your goals.



Referral SWOT Analysis™ Includes:

36 thought provoking questions for you to answer

30-minute follow-up consultation with Michelle Donovan, our Referral Coach

One-page written analysis to identify your top three areas that need attention

This unique tool will help you uncover referral issues allowing you to be flexible, responsive and decisive as a firm.

  • REFERRAL STRENGTHS reveal a close look at what the firm is doing right in order to access more referrals.
  • REFERRAL WEAKNESSES uncover the referral weak zones or gaps preventing the you or the firm from optimizing referral results.
  • REFERRAL OPPORTUNITIES show growth opportunities that have not been leveraged well or even tapped at all.
  • REFERRAL THREATS identify areas that could sabotage the firm’s current and future referral efforts.

Get your copy today and begin to see your full referral landscape through a clear lens.

If referrals are so important to you, why leave it to chance?