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Category: Get More Referrals

Referrals are worthless unless what? Unless you get introduced.   Last week I talked about how to ask for referrals in a virtual environment.   In this blog, I want to talk about getting connected…

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In a world where you are used to meeting with your clients face to face, can you ask for referrals or introductions working virtually over the phone or using Zoom or GoToMeeting? The shorter answer…

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In a recent Zoom call with Gerry (a veteran advisor hailing from North Carolina), Gerry told me, “I’m trying to strike a balance between reaching out to my clients as a good listener – to…

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Some of the most successful businesses I’ve observed over my 40 years of running and coaching businesses are those businesses that are truly driven by their mission to bring value to their clients (and beyond)….

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“Bill – I was thinking that the volatile market conditions we’re experiencing might be a great time to ask for referrals. What do you think?” That was a question posed to me in a workshop…

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By default, clients tend to refer laterally (and down) on the economic ladder … but not up. So, how do we change this tendency? Educate Your Clients The first thing you want to do is…

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    Networking is not just about going to networking events.   Some of the best networkers I’ve ever met rarely attend events. Going to events is only one of many ways to meet people…

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Some clients will recommend you to others but may fail to actually introduce you.   Advocates, on the other hand, will not only recommend you, they will make sure you get connected. They will hound…

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You CAN ask new clients for introductions IF the conditions are just right.   First – Engagement must be created. Second – Value has to be delivered and recognized. Third – They must have the…

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When coaching a financial advisor in British Columbia, one of the first things I had him do was check in with his clients using our “Value Discussion” concept. Not only did he receive great feedback…

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Referral Coach