referral process

equitable-business-alliances

Creating Equitable Referral Alliances

April 14, 2026

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?…

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The Easiest Way To Get More Referrals

February 13, 2026

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…

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more referrals from being thoughtful

Thoughtful Thank You’s Generate More Referrals

December 16, 2025

Getting more referrals from existing clients and relationships is often a challenge, but you can generate more referrals from past referrers with a little more thought. Being thoughtful about expressing gratitude extends beyond “what is…

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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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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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Why don’t you roll the dice and ask for referrals anyway?

June 12, 2023

On some things you just have to roll the dice and take your chances in life. Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always work out of course, but…

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