11 Winning Referral Strategies

Few advisor-client moments are as awkward as the request for a referral. When you’re supposed to be the problem solver, how do you ask for new prospects without risking the clients you already have?

The answer is not to ask at all. Instead, use proven strategies to position referrals as a natural and helpful aspect of your service. You’ll learn:

• 11 indirect or direct referral techniques for varied situations
• Sample talking points and communication tips
• How to minimize reluctance and maximize opportunities

Help your clients refer the way they prefer, and you’ll soon have a practice they can’t stop talking about.