Give your clients introductions to the trusted professionals they want and need.
Sources: UK Professional Services Firm, Personal Finance Society and JP Morgan Asset Management Survey, RQ Data
Use RQ to better understand the personal needs and goals of your client base, build and manage a trusted professional network, and make more impactful referrals.
Use RQ to better understand the personal needs and goals of your client base, build and manage a trusted professional network, and make more impactful referrals.
Cross-referrals from professionals are every Financial Planning firm's greatest untapped growth channel. Use RQ to supercharge your professional connections and grow.
Overcome the ‘trap’ of transactional work and retain clients for longer. Generate more professional introductions and become a trusted adviser to your clients across a wider range of issues.
Overcome the ‘trap’ of transactional work and retain clients for longer. Generate more professional introductions and become a trusted adviser to your clients across a wider range of issues.