Category Archives: Client Referrals

As financial planners we constantly let our clients know how important it is to plan.  Well it’s time we took some of our own medicine when it comes to referrals.  Planners know that referrals are the life blood to a … Continue reading →

There are hundreds of referral systems out there. All of them revolve around asking for referrals…ASKING FOR REFERRALS DOESN’T WORK! Not because people won’t give them to you (most won’t…I know I don’t give referrals when asked.) The real reason … Continue reading →

Old-fashioned ideas revisited for best customer loyalty A businessman who owns three restaurants sat down recently and hand-wrote a postcard to everyone on his customer list, inviting them to join his rewards programme. He had a 20% sign-up rate from … Continue reading →

Handwritten thank you notes tell people you have style and grace. You can simplify the thank you process by using this step-by-step method: Always have a box of thank you cards open and ready in your desk drawer Always have … Continue reading →

So many advisers are constantly looking for new leads when what they should be chasing is the holy grail of all leads, referrals! However, I know how hard it is to ask for referrals. That actually works in your favor … Continue reading →

Which professionals are worth approaching and which are not? That at first seems like a difficult question but it is really quite simple. Approach the professionals that currently work with your clients. Give the your clients accountant a call during … Continue reading →