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Category Archives: Client Referrals
What’s the quickest way to get referrals from you top clients… without asking for them?
We all know referrals are the best way to bring on new clients… but getting clients to give them to us has been pretty elusive for most advisors. This might be because, if you are like me, you find asking … Continue reading
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Have You Googled yourself lately?
Have You Googled Yourself Lately? What happens when you Google your name? You’d better know because your current clients are doing it, your competitors are doing it… and your prospects are doing it. People view the internet and Google as … Continue reading
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The Key to referrals from Seniors
The Key to referrals from Seniors There are two kinds of people that advisors are interested in…clients and prospects. You need to understand how both of them think in order to create a trusting relationship. Fortunately, they both want to … Continue reading
Posted in Client Referrals, General, Marketing Tips
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Howdy Neighbor!
Well it’s time I pulled another “highly successful…rarely used” marketing concept out of my filing cabinet for you. What do I mean by “highly successful rarely used”? I have coached many successful financial professionals for 8 years now. It is … Continue reading
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Chase referrals first…leads second
As financial planners we constantly let our clients know how important it is to plan. Well it’s time we took some of our own medicine when it comes to referrals. Planners know that referrals are the life blood to a … Continue reading
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The Best Referrals are the one’s you don’t ask for
There are hundreds of referral systems out there. All of them revolve around asking for referrals…ASKING FOR REFERRALS DOESN’T WORK! Not because people won’t give them to you (most won’t…I know I don’t give referrals when asked.) The real reason … Continue reading
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Creating Customer Loyalty
Old-fashioned ideas revisited for best customer loyalty A businessman who owns three restaurants sat down recently and hand-wrote a postcard to everyone on his customer list, inviting them to join his rewards programme. He had a 20% sign-up rate from … Continue reading
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Thank You, Thank You
Handwritten thank you notes tell people you have style and grace. You can simplify the thank you process by using this step-by-step method: Always have a box of thank you cards open and ready in your desk drawer Always have … Continue reading
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The Best Referrals Are Those You Do Not Ask For
So many advisers are constantly looking for new leads when what they should be chasing is the holy grail of all leads, referrals! However, I know how hard it is to ask for referrals. That actually works in your favor … Continue reading
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Which professionals are worth approaching and which are not?
Which professionals are worth approaching and which are not? That at first seems like a difficult question but it is really quite simple. Approach the professionals that currently work with your clients. Give the your clients accountant a call during … Continue reading
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