program for referring Archives

referral generation for financial advisers

How to position yourself for referrals from clients

by Tony Vidler 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 client engagement, to increase your chances of success. Most importantly though, earn the right to them and […]

How to Position To Get The Right Referrals

by Tony Vidler 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 and it is someone that we just can’t deliver great value to. So we do want to […]

Unremarkable Means You Are Un-Referable

by Tony Vidler 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 not referable. The missing ingredient for many service firms is remarkable service, or remarkable value. Customers […]

Word of Mouth marketing is still where it is at!

by Tony Vidler 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 still where it’s at in financial services when it comes to prospecting and converting those prospects […]

Building A Systematic Referrals Business

by Tony Vidler Building a successful advisory business requires building a systematic referrals process. Key words there are “systematic” and “process”. In the absence of a strong system referrals will simply be received on an ad hoc basis, drifting in whenever a particular customer is especially motivated to do so, or when an […]

10 Steps To Programming Referrals From Clients

by Tony Vidler Getting referrals from clients is usually a very hit & miss thing for advisers…IF they remember to put the issue on the table at all. Largely this is an issue created by not being systematic about obtaining leads from our satisfied customers. Part of the reason for not being systematic […]

Get More Referrals With Repetition

by Tony Vidler Getting more referrals is a bit of a Holy Grail for most advisers. Referrals are gold and we all know that, yet it seems so hard for so many professionals to create consistent and constant referral business. We know that referrals remain the most powerful marketing despite the plethora of advertising and […]

Creating Equitable Referral Alliances

by Tony Vidler For referral alliances to be sustainable both parties must feel that the alliance is equitable. If one party keeps getting more out of it than the other, is that alliance likely to last long term? One party at some point is going to feel that the relationship is rather one-sided […]

The Easiest Way To Get More Referrals

by Tony Vidler The easiest method for anyone to generate and get more referrals and favourable introductions is to GIVE more referrals and introductions. This is just not done as much as it could or should by most professionals, and usually they say it is because they “didn’t think of it”. […]

The 10 Things To Get Right For COI’s To Start (and Keep) Referring

by Tony Vidler A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them. So identifying a potentially great […]

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