check

Referral Fix Quiz 🧰

Review the One Direct Path. Pass and get ODP Certified.

Takes 20 secs. Click start...

Start

Question 1 of 5

Why aren't 80% of clients, who said they would refer, referring?

A

Advisors aren't asking them enough

B

Clients aren't getting enough thank-you gifts

C

Delays

Question 2 of 5

What happens if it's not crystal clear how to make the referral?

A

Clients refer anyway, it just takes longer

B

Confusion how to refer causes delays, stopping more referrals from happening

C

Clients don’t care if it’s confusing; they’re just out here referring for fun

Question 3 of 5

What is the purpose of having an ODP (one direct path)?

A

Get more social media followers

B

Generate cold leads

C

Eliminate referral friction by creating one simple, direct referral path

Question 4 of 5

Why do traditional referral methods fail

A

Advisors don’t have time to ask for referrals

B

The process is too complicated, leading to delays and lost referrals

C

Clients don’t know if they should refer

Question 5 of 5

How does having an ODP simplify referral onboarding?

 

A

It reminds clients to refer once a year

B

It asks clients for referrals every month

C

It removes confusion on how to refer to make referring frictionless and top of mind

Confirm and Submit