NAVIGATOR

Solve what financial advisors
often overlook…

MISSED REFERRALS! Impossible? It’s true.

Happy clients sometimes don’t refer or make introductions. 

NAVIGATOR is a digital playbook for avoiding
MISSED REFERRALS. HOW?

thumbs up icon  Comfortably socialize ideal referral personas
thumbs up icon Share a simple process for introducing refarrals 

Includes: (a) Text Message Course (b) Web Application