Category: Get More Referrals

I’ve never been a big fan of generic requests for referrals and introductions, either via email or regular mail. With that said, I think that part of your effort to build your firm’s culture of…

I just attended a conference with about 130 financial advisors in attendance – all of whom were generating $1M of annual revenue. Between a few of the panels and the roundtable discussions, one might think…

“Supply Chain Disruption!”  It’s all over the news.  But what about your supply chain of new clients?  Are you getting in front of the right people in the most favorable basis?  Is it simply a matter…

I just listened to a podcast where the two hosts debated the merits of prospecting versus marketing, and which was most relevant for financial professionals? They each took a side and argued accordingly. Knowing I…

At least once per week, I’m asked, “How do I use LinkedIn to get more referrals? Should I go on my client’s profile and look for prospects?” Taking a close look at a client’s LinkedIn…

When calling your new referral prospects, keep these do’s and don’ts in mind to increase your chances of a great first call. DON’T say “How are you today?” in your opening statement. This screams “telemarketer.”…

Backyard barbecues, boat outings, and sporting events are hallmarks of a fun summer.  You’ll be spending time with friends, family, neighbors and total strangers. Make sure you save the “Repellent” for the mosquitoes, not the…

In-person event marketing and introduction events are coming back. If you are interested in meeting more affluent and wealthy prospects, then introduction events need to be a part of your toolkit. There are many high-level…

How you receive and process the referrals and introductions you get from clients and centers of influence will determine if these potential advocates provide you with more. I call this process of receiving referrals and…

Shall we get super tactical this week?  In our V.I.P.S. Method for Asking for Referrals™ the “S” stands for Suggest Names & Categories. The best way to begin your request for introductions – the bullseye…