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For UK financial advisers use only. This information has not been approved for use with customers. If you are a customer, please go to

Referral marketing: your step-by-step guide

There are two things that can almost be guaranteed:

  1. You're unlikely to have a structured referral strategy in place
  2. Referrals are your most cost effective method of bringing in new customers:

(Note: all boxes are clickable - to continue)