Category Archives: Client Referrals
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
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
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
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
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
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
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
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