Referral Leads Case Study

8 weeks, $2m in new business.

Using Harbor's tools, Adam Harding of Phoenix, AZ won more than $2m of business in 8 weeks working with Referral Lead sources like SmartVestor Pro and Wiser Advisor. 

He gives himself the best chance of conversion, differentiates his outreach relative to other planners, and saves himself time in the process. 

Click below to read the full case study.

Click here to watch a video introducing the features built to help you make the most of your referral leads.