Log In

WSG Blog

Referral and Collaboration Tracking Made Easier

Referrals and Collaborations are an important part of a firm’s networking portfolio. Such relationships foster trust and promote new and innovative connections around the world. WSG understands the importance of keeping track of your referrals and collaborations. Our new tool makes it easier to keep track of referral and collaboration details such as a brief overview of the facts, referrer/referee, type of transaction, and fees involved. It allows you to easily see immediate benefits of your membership not only through referral business, but also through less tangible advantages such as servicing of the client, speaking engagements, the free advice policy and many more collaborative opportunities. Many members have begun using this tool since we first launched it last month, and we invite you to join in and start considering the many benefits your membership has already offered your firm.

 

 

To view the Full Press Release Click Here


Comments
  
blog comments powered by Disqus

WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

HOME | SITE MAP | GLANCE | PRIVACY POLICY | DISCLAIMER |  © World Services Group, 2020