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Sydney – Topic: Referrals

Claire MacKay, Alysia Laird and Julie Bennett
Claire MacKay, Alysia Laird and Julie Bennett

Sydney – Topic: Referrals

Pirate metrics are a way to group together parts of the advice process. These are:

Awareness, Acquisition, Activation, Revenue, Retention and Referrals – “AAARRR”. Make sure you say it like a pirate, AAARRR.
This ‘pirate metrics’ framework is very popular amongst growth centred companies. At XY, we’ve repurposed this framework for the advice process and believe it is the clearest way for advisers to view and improve their business performance.

To close out the pirate metrics framework, we focused on Referrals. Referrals is really just another way of generating brand awareness. Except in this ‘awareness’ scenario, you’ve got raving fans talking about your brand for you. This becomes less work for you, and more importantly – someone else promoting you is infinitely more persuasive.

A big thank you to our Sydney panel for sharing the strategies which have worked in their businesses and for unpacking their referral strategies and sharing what they’ve learnt along the way.

Claire MacKay – Independent Financial Advisor & Non Executive Director at Quantum Financial Services
Claire’s LinkedIn

Alysia Laird – Founder & Adviser at Zebra Tailored Wealth
Alysia’s XY Profile
Alysia’s LinkedIn

Julie Bennett – Principal at 64 Media
Julie’s LinkedIn

Thank you to our event partners for supporting this (covid safe) event tour and the community driving the positive evolution of financial advice:

Netwealth
2021 Advisable Australian Report

Zurich
_Zone is the home of CPD. Join here

Milford
Milford’s website

Xeppo
Xeppo’s website