Make Your Client a Referral Hero


Use this small riff on the referral language I’ve always recommended advisors use to make it even more effective during this time of economic volatility. Plus, it’ll make your client look like a hero!

  • Learn this language to ask for referrals in a way that always feels good – for you and your clients.
  • Let clients know you’re always eager to help their friends and family, but you’re also in demand, and capacity is limited.
  • Stick to a process. Make it easy for people who have been referred to you to reach you and make sure they do not slip through the cracks when you’re busy.

Related: Avoid the Dreaded ‘Just Calling To Follow Up?’ Language