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3 Focus Points for Great Referrals


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

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