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

How to position yourself for referrals from clients

April 22, 2020

by Tony Vidler  CFP logo   CLU logo  ChFC logo

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.

 

 

You may also find this post useful: 
Not comfortable asking for referrals? There is another way…
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