How to create more referrals
If you would like to find all the new clients you need to grow your business, build a referral system with repeatable processes. There are several ways to find new clients...
Tag Archives: referrals
3 simple, low-cost ways to connect with potential clients
The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. I use detailed procedures to ensure this happens in my business,...
Do friends and clients know you are accepting new clients?
Why don’t your friends and clients send referrals? The answer might be so ridiculous that it is not obvious. Simply, they may be unaware you are accepting new clients. There...
Persevering with skeptical referrals
A client was referred to me for help with getting her cancer claim fulfilled. Her agent was no longer servicing her, and the claim was stuck for more than six...
The benefits of practicing your referral pitch
With referrals, it is about repetition in some ways; you’ve got to just keep asking. You’re going to feel awkward the first few times you do it, so you might...
The key to growing as an advisor
If you only work for money, you become selfish. Selfish advisors are not professionals. When you run after money, you are only running. Yes, making money is an objective. If,...
Surpassing expectations
The COVID-19 pandemic pushed many people to realize that life and death can be incredibly unpredictable, and insurance is a crucial way to protect yourself from the unknown. Yet, just because...
5 creative ways to ask for referrals
We were trained to ask clients for referrals. Yet, the word “referral” is an industry term that carries a problematic salesy connotation. It’s like saying, “Do you know anyone I...
8 reasons to immediately follow up on leads and referrals
It has always been difficult finding new clients. With cold calling, for example, how many calls does it take to reach a live person? Once you get someone on the...
5 quick tips for standing out to clients and referrals
Small continuous improvements and trying ideas that have worked for other financial advisors can keep you moving toward greater success. Try these quick-hit ideas from around the world about referrals,...
The ‘password’ to turn more referrals into meetings
When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people...
Massive growth with targeted referrals and introductions
We went from asking for referrals in a way that was random and without a process to a strategy that was more specific and straightforward. This helped bring massive growth...
Ways to use gifts to say thank you — and drive referrals
If someone sends us a referral, we always send a thank-you card or something along those lines. Our clients don’t necessarily know about the referral program, so if they refer...
Hacks for reaching goals, managing mornings and asking for referrals
Success is often achieved in small, consistent steps. MDRT members share their tips and hacks that make life and work easier for them. Small steps A key to reaching your goals is...
Ideas for starting the new year strong
I have always loved the beginning of the new production year because it means I’m not behind! With a clean slate, the firm’s top producers and I are both at...
