From Clients to Champions: The Referral Playbook

Client referrals remain one of the most powerful and cost-effective drivers of sustainable growth for RIAs. Yet many firms still struggle to generate referrals consistently and intentionally.

Join Stephen de Man, Regional Director and Vice President at Dimensional Fund Advisors, for a discussion on how leading firms create exceptional client experiences, build deeper trust, and turn clients into advocates for their firm.

During this session, Stephen will explore:

• Why referrals are one of the most effective drivers of organic growth for RIAs
• How top-performing firms create client experiences that naturally encourage advocacy
• Practical ways to build deeper trust and strengthen client relationships
• Common mistakes firms make when approaching referrals
• Strategies for creating a more intentional and repeatable referral process

To request the password for the replay, please email: sara.prouse@devoe-co.com