Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts
Subscribe
Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts5
Subscribe
3 Focus Points for Great Referrals
Business Growth
Paul Kingsman
3 Focus Points for Great Referrals
Jun 13, 2018
Trending
Gaining Perspective: Overcoming Fears to Connect with Prospects
Which Overseas Markets Are Particularly Attractive?
Are You Winging It in Your Sales Meetings?
Allspring Survey Reveals Common Keys to Retirement Satisfaction
Risk Alert: Initial Observations Regarding Marketing Rule Compliance
Is Inflation Reaccelerating?
Reevaluating Portfolio Leverage: Implications for Buyout Returns
Do Your Prospects Trust You?
Often advisors focus on a formula for requesting referrals rather than their own approach.
Here’s a better way:
Keep a list of your ideal clients from whom you want more referrals.
Have your referral-request language down pat.
Monitor to make sure prospects become clients, and thank your clients for their referrals.
Related:
What to Do When Prospects Go Quiet