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Robinson & Associates Publishes White Paper to Help Financial Professionals Retain Clients & Generate Referrals

Client relationships are more important than ever for financial professionals and to help them retain those relationships and leverage them to generate referrals for new business, Robinson & Associates, Inc., has published a white paper on its R Factor™ service.
 
“The white paper explores the methodology behind R Factor and how risk, recommend, reputation, referral and results are critical to the success of financial advisors and financial services companies,” says Martin R. Baird, chief executive officer of Robinson & Associates, a Boise, Idaho, consulting company that provides a variety of services to financial professionals in the areas of marketing, client service and client retention and development. “It also explains how R Factor is also an operational tool that can create a predictable model for future growth.”
 
The white paper explores past and current marketing strategies, explains why client satisfaction is no longer an important measuring rod and makes a case for why measuring clients’ likelihood to act as an advocate offers the strongest insight into tangible client behavior. “Loyal clients who risk their reputation to voluntarily recommend an advisor’s or a financial services company’s services to other people become advocates and not only create profit, they also generate new business through referrals and are a highly accurate indicator of future growth,” Baird says. “The white paper explains how this works.”
 
R Factor methodology has been written up in Harvard Business Review and is the result of 10 years of research of more than 4,000 customers in 14 industries. Fortune 500 corporations such as General Electric, Intuit, Enterprise Rent-A-Car, Symantec and Harley Davidson use methodology similar to R Factor.
 
Those interested in obtaining a copy of the white paper should e-mail Lydia Baird with Robinson & Associates at lbaird@raresults.com or call her at 206-774-8856.