How many of us ask for referrals on a consistent basis?
Do you make excuses as to why you don’t ask for referrals?
Are you really afraid of rejection?
As financial advisors, we know it’s our job to ask for referrals to build clientele. Life would be so easy if we received one good referral from every client. Unfortunately, it’s not that simple. Referrals are a part of business growth. So, how do we ask for referrals?
In my list of 12 “Thomas’ Truths,” I believe to have good referrals is to have good customer service. In our office, we remind our clients that we accept referrals and simply ask that they don’t “keep us a secret” when speaking to others about their financial decisions. Motivate your clients to send their friends and business associates to your company. Most importantly, always leave a good impression. More than likely, your clients may not have anyone in mind quite yet. However, they will eventually share their spectacular experience with others.
