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Referral Accelerator Kit

Here’s your Referral Accelerator Kit!

Advisor Case Study- Leveraging the Net Promoter Score Concept in an Advisory Practice

From the creator of this one question:

  • The Future of Feedback: Sometimes You Don’t Have to Ask
  • From feedback to action
  • Net Promoter System℠: Creating a reliable metric

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This site is meant for advisor use only, and not directed toward individual investors. Strategies discussed are for informational purposes only and are not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. The contributors to this site are not attorneys or tax advisors. Please consult with a qualified attorney or tax advisor for specific advice.

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