Referrals Not Converting? This may be why…
Marketing Ideas & Quick Tips Videos & Sales & Marketing for Professional Services & Sales & Selling

Referrals Not Converting? This may be why...

October 14, 2020

by Tony Vidler  CFP logo   CLU logo  ChFC logo

referred lead does not convert

Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is.


Typically it comes down to us not looking good enough on line.  Todays referrals usually do a quick search before deciding whether to meet with you or not – even though their peer or friend has recommended you.


It turns out that often we don’t look so good online and that becomes a bit of turn off for the prospective clients.  When I say “don’t look good online” we aren’t talking about long forgotten wild nights from university or college days suddenly turning up online…but the fundamentals of positioning and marketing ourselves professionally.  That is the area where many professionals are falling down…and losing ideal prospective clients.


In this weeks video we have a good look at the reasons consumers say they decided not to work with a professional, and then we talk about some of the things we can do to fix it – and hopefully lift that conversion rate on great leads…

Watch the video to learn more…


You might also be interested in this related article:
 This is why most Centre-Of-Influence Referral efforts will fail for most Advisers
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