Have you ever been told to just ask for referrals?

I help financial advisors get a steady stream of referrals. Terrible. There is an idea.

It isn’t that easy because I believe this advice comes with good intentions.

It is unfortunate because referrals do not cost you anything.

Expect a small thank-you gift.

You start with a higher level of trust.

Prospects are more likely to do business with you if your closing ratio improves.

Your base of referred clients can grow vastly because of referrals.

If it is okay with you. I want to reveal my biggest secret for getting more referrals.

My results are not typical. I am not suggesting you will do anything to duplicate them.

The average person doesn’t get much from buying any how to information. My references are only used for example purposes.

My personal results should be considered exceptional because of my years of experience getting referrals.

Your results will be affected by many factors, including but not limited to your background, experience, and work ethic.

Risk as well as massive and consistent effort and action are required in business. Do not get this if you are not willing to accept that.

With that in mind…

I don’t ask for them to get more referrals. It is possible to facilitate. They.

Maybe you have heard me mention it in my emails or on my weekly show.

Make an action or process easy or easier is the definition of facilitate.

Making it easy for people to refer business to you is your goal instead of hounding and hammering your clients for referrals.

Depending on the study, anywhere from 77-92% of clients say they are willing to give referrals, yet only a small percentage of clients actually do.

Why?

It isn’t easy for them.

Think about it that way…

Most of your clients want to help you. The only reason they aren’t helping is because the process is too complex.

It is up to you to facilitate referrals, and I have created a must-have referral marketing guide.

There are 51 referral marketing tips for financial advisers.

The goal of this resource is to make it easy for people to send you business.

Common objections such as I don’t know anyone who needs a financial advisor will disappear when you start using the ideas.

Let me tell you something…

51 of the most powerful, easy-to-implement, referral marketing tips are in this book.

Whether you have been an advisor for thirty days or thirty years, they will help you.

You will find yourself getting more referrals with less effort when you use my datememe strategy.

You can work through it at your own pace or you can breeze through it in the afternoon.

Here is a small sample of what you will discover.

• How financial advisors can make it rain referrals. (Not doing this is the main reason why many otherwise competent, intelligent, and skilled financial advisors fail to get referrals in the first place.) Page 6.
• Four reasons why financial advisors aren’t asking for referrals. (Even experienced advisors make this mistake and it costs them dearly.) Page 7.
• One thing you MUST realize before you get the referrals you want… because anything you do without this (even though it’s utterly simple to master) is like trying to drive a Ferrari with no engine. Page 9.
• Your clients are likely giving you referral “clues” – I’ll show you how to spot these clues and how to take advantage of them. (Knowing these clues is like playing poker while seeing the other person’s hand the entire time.) Page 17.

I received a letter from a financial advisor who said he had missed these referrals for the past three years.

He could have taken advantage of these subtle signals if he had this material three years ago.

• Should you ask your “C” clients for referrals? The answer may shock you. Page 18.
• Should you ask for a referral at the beginning of a client relationship? Despite what others say, this terrible idea sets you up for failure. I’ll explain why. Page 20.
• My “positioning” secret which gives you the ultimate bargaining power in your relationships, which almost always makes your clients DESPERATE to send referrals your way. (I will admit, this is pretty advanced stuff. However, if you apply it correctly, you’ll be richly rewarded.) Page 25.
• Three key areas that will make you more “referable” than ever before. This one tip alone has the power to pay for this training hundreds of times over and it can be applied whether you’ve been an advisor for twenty years or twenty minutes. Page. 27.
• The one thing your clients value more than money, and if you don’t acknowledge this one thing first, asking for referrals is like ramming your head into a brick wall. (You’ll probably never hear about this anywhere else.) Page 31.
• The “secret” luxury hotel chains have used to rake in billions of dollars from their guests. Every time you employ this deceptively simple “secret”, you’ll find your clients naturally gravitate towards giving you referrals. (And it’s so simple, you’ll master it immediately, even without practice.) Page 35.
• If your clients have teenagers, then doing this one thing darn-near guarantees that positive word-of-mouth will spread like wildfire. Page 36.
• I interviewed people who have never given a single referral to their advisor and discovered THIS is the most common reason why. (Not one advisor in ten was able to give me the right answer.) Page 40.
• How to handle a referral that isn’t a good fit for you or your business. I’ll show you what to do so it doesn’t damage your relationship with the referral source. Believe it or not, you CAN have your cake and eat it too. Page 42.
• Do you know where to find estate planning professionals who WANT to send you referrals? You can find them in less than ten minutes – I’ll show you how. Page 43.
• Three questions most strategic alliances ask themselves before they send referrals your way. Page 47.
• Do you know people who “won’t take no for an answer”? Here’s what they should do instead… and it’s incredibly effective at generating referrals on a consistent basis. Page 50.
• Most of your clients are NOT thinking of you when you’re not around. I’ll show you how to stay top-of-mind with your entire book of business so they mention your name at the right time and right place. Page 51.

There is a warning about the previous tip.

It costs a bit of money to implement but it is effective.

I gave this tip to one of my consulting clients.

He had a decent-sized book of business, but he wasn’t getting the referrals he thought he should be. He was 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217 800-273-3217

The best part? It took less than a day for him to do it.

• How you can use what people are already saying about you to turbo-charge your marketing materials. Page 53.
• The big mistake financial advisors make after getting a personal introduction which destroys almost all chances of sealing the deal. (Crucial information for new advisors – please heed this advice before you ruin your reputation.) Page 56.
• The gift-giving strategy that’s made me dramatically more effective than advisors who send boring gifts, like bottles of wine. Page 59.
• Have you ever had an experience where your client comes back and tells you, “Oh, he wasn’t interested…”? When this happens, it’s usually because YOU (not your client) made THIS fatal error. Page 61.
• Two critical unspoken objections your clients will have about giving you referrals. Every time you ignore (or flat-out miss) these unspoken objections, you destroy your chances of EVER getting a referral. Page 65.

That is barely scratching the surface.