program for referrals

The Gordian Knot of Getting Referrals

February 4, 2025

Getting referrals consistently is hard for most…but oddly enough it is also easy for many. Or is it? Lots of advisers say they get all their new business from referral, but when you dig into…

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referral generation for financial advisers

How to position yourself for referrals from clients

December 13, 2024

Getting 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…

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How to Position To Get The Right Referrals

October 25, 2024

Getting referrals is difficult enough for many, but to get the right referrals is even tougher. It’s always nice to get any referral of course, but it doesn’t help if we do get a referral…

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Uncomfortable with Referrals? No problem…there is another way…

January 12, 2024

Being a firm believer that Word-Of-Mouth marketing is THE most effective form there is, I do bang on about being referable and engaging with the target market…but… REALITY CHECK: Some people just never feel comfortable…

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Help Referrers Really Understand Who You Want To Meet

September 15, 2023

One of the reasons referrers don’t give us quite the right quality referral most of the time is that we are often very poor at describing the person we work best with when we are…

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Unremarkable Means You Are Un-Referable

February 24, 2023

Virtually all professional service firms would love to work on referral business alone, but somehow struggle to even get to the point where they have regular referrals from clients that are unsolicited. They are simply…

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Word of Mouth marketing is still where it is at!

February 13, 2023

Word of mouth marketing is more important than ever despite the value of digital and social media. Digital and social are immensely valuable in creating an audience and engaging with prospective customers…BUT… Word-of-mouth marketing is…

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Creating advocates

The 5 big C’s that will create advocates for you

September 28, 2022

If you want to move clients up the loyalty ladder and create advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business…

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