Why Your Clients Physically Cannot Give You Referrals

About this episode

This episode discusses why financial advisors struggle to get referrals from clients and offers solutions to improve referral rates.

There is no shortage of tricks and tips created specifically for financial advisors who want to get more referrals. And yet… The entire industry struggles hard to actually land referrals. You might ask your clients to refer others to you in hundreds of different ways, but you can't trace back a single client to a referral. The reason is actually quite simple: Your clients physically cannot give you referrals because you're missing the most crucial ingredient to this formula. It's like trying to bake a cake without flour. That's the bad news. The good news? Today's episode will shore up your referral game to such a level that every competitor you have won't be able to get any sleep at night because they're wondering how you do it. Listen now to discover what it actually takes to cause a surge of referrals. Show highlights include: A common "dead on arrival" problem common with referrals that may explain why even your best clients never send even one referral (1:13) Here is the exact reason why your clients physically cannot refer new clients to you even when they want and try to (2:34) The "referral ready sentence" technique to give to your best clients so they can happily send…

People in this episode

Host: James Pollard

Topics covered

• referrals
• financial advising
• client relationships
• marketing strategies
• business growth

Keywords

• referral tactics
• client referrals
• financial advisors
• marketing tips
• business strategies

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