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The Real Reason Clients Don’t Refer

by Bill Cates

Here’s a great piece from Julie Littlechild (President of Absolute Engagement) about why clients don’t refer you as much as you’d like.  I think you might be surprised by this.

Writes Julie, “We know that clients are comfortable referring. Based on on-going research with investors we’ve found that 78 percent of clients are ‘somewhat or very comfortable’ providing a referral to their advisor. That’s good news. We also know that about a third of clients say they have referred in the last year. That’s even better news.”

READ THE FULL ARTICLE – CLICK HERE


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