Every advisor wants more referrals.
But very few know how referable they actually are.
Referrals don’t just happen because you ask.
They happen because you’ve built the right conditions: high trust, clear positioning, and consistent, visible value.
That’s what this scorecard helps you measure.
It’s a short self-assessment — designed specifically for independent wealth managers — to reveal how referral-ready your practice really is across 4 key dimensions.
At the end, you’ll get:
By submitting the form, you agree to Catalyst Writing’s privacy policy.
Schedule a conversation to explore the system built to drive referrals.
