We all know that a good referral generation program means more cross selling revenue for your financial institution – but few have been able to quantify that revenue opportunity. Now, thanks to Bob Grieb, you can make that calculation yourself, based on your own input assumptions. Bob Grieb is a Principal in The Diversified Services Group, Inc. (DSG) and Managing Director of The Bank Insurance and Securities Association (BISA). The DSG “Referral Value Calculator” will not only size up your total revenue potential, but it will also allow you to compare your input assumptions against “best practices” within the industry. To access the calculator, please click on the button below.
