How do you prepare clients to recommend you?
Marketing Ideas & Professional Services & Quick Tips Videos & Sales & Marketing for Professional Services & Sales & Selling

How do you prepare clients to recommend you?

April 27, 2016

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago.  Yet despite the impact of online content and search many consumers still ask their friends and family for recommendations.


How do we prepare our existing clients for that moment when their friends ask who they could recommend?


It isn’t quite the same process as obtaining a referral or two, because this is about creating top-of-mind-awareness and the right responses to the right triggers.  It takes a little bit of different thought – and preparation of your client for the inevitable question from a friend of theirs one day.


In this weeks quick tips video we discuss the difference between preparing a client for the recommendation question and obtaining referrals, and then work through how to prepare your clients accordingly….


Watch the video to learn more…

You may also find this useful:

Selling is Dead. Long Live The New “Marketing King”

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 303 other followers

Facebook: 2831, Twitter: 13692, LinkedIn: 689

Follow tonyvidler on

Comments (1)

Leave a Reply