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Markets
Advisor Tools
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Business Growth
Viewpoints
Retirement
Podcasts5
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3 Focus Points for Great Referrals
Business Growth
Paul Kingsman
3 Focus Points for Great Referrals
Jun 13, 2018
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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