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?

October 7, 2020

by Tony Vidler  CFP logo   CLU logo  ChFC logo

Having clients recommend you remains the best marketing tactic there is, bar none.

Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and family for recommendations.  If anything, they lean more heavily on peer recommendations now than in years gone by.


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…

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