August 29, 2025
Uncover the psychology behind client referrals in this on-demand session from JULY and Franklin Templeton. Designed for financial advisors, this webinar explores how behavioral science influences a client’s willingness to provide referrals—and how to turn satisfied clients into advocates. Learn how to navigate the emotional and psychological barriers to referrals, create an experience worth sharing, and confidently ask for introductions that feel natural and effective. Walk away with practical strategies to grow your practice through trust-based, client-driven referrals.
