10 SECTIONS

The Referral Machine

Introduction

Fundamentals of Digital Marketing

Course Recap

Your Host

Ariel Veltre

Ariel works on the Success Team at Snappy Kraken. She uses her extensive background in marketing to help advisors develop strategies to reach and connect with their audience. Ariel loves to help a business flourish by implementing a strong marketing strategy.

Prerequisites

Watched Delivering The “Wow” Experience
Launched the 90-Day New Client Onboarding Campaign
Viewed other popular client facing campaigns

Key Takeaways

Materials from the Video

Referral Generation Campaign

You’ve probably heard this before: referrals are the lifeblood of a healthy practice and are one of the lowest cost methods of acquiring new clients. The hard part is that asking for referrals can be awkward and feel unnatural. Fear referrals no more with this customizable Referral Generation Campaign, which creates a low-pressure and frictionless way to ask for referrals by email.

View The Campaign

Utilize Your Resources

Our Success and Support teams are to help you in a variety of ways. There are a lot of elements to digital marketing and we don’t want you to go at it alone. Become familiar with our teams resources.

Check Out the Success Center