The Referrability Scorecard

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:

• A total score
• A breakdown of where you’re strong, and where you’re invisible
• A clear next step to improve your referability