How to position yourself for referrals from clients
Quick Tips Videos & Sales & Marketing for Professional Services & Sales Tips

How to position yourself for referrals from clients

April 22, 2013

by Tony Vidler

referral generation for financial advisersGetting referrals on an ongoing basis from happy clients largely comes down to positioning for them correctly.

Put some thought into how you will position the expectation, and when you will do it in your client engagement, to increase your chances of success.

Most importantly though, earn the right to them and let the client know you are going to do so.

In this video we discuss these aspects, and role-play a little part of the positioning that successful financial advisers use to generate regular referrals from satisfied clients.

© 2013 Tony Vidler.  All rights reserved. All materials contained on this web site not otherwise subject to copyright of other parties are subject to the ownership rights of Tony Vidler.  Tony Vidler authorises you to make a single copy of the content herein for your own personal, non-commercial, use while visiting the site. You agree that any copy made must include the Tony Vidler copyright notice in full. No other permission is granted to you to print, copy, reproduce, distribute, transmit, upload, download, store, display in public, alter, or modify the content contained on this web site.

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 302 other followers

Facebook: 2831, Twitter: 13909, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply