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Great Ideas for Gaining Referrals in Your Financial Advisor Business
You’ve no doubt heard that referrals are an ideal way to grow your financial advisor business. You know that the people who come to you are there because of a satisfied client and a sincere interest in your services. Knowing that you need referrals, you’ve probably brainstormed ways to get more of them, and perhaps you’ve felt a little lost along the way. Here are some suggestions that can help bring you more referrals.
To start with, know that the older techniques of networking or sales are not as effective as they once were. Times have changed, and so have the ways of reaching customers. Your elevator speech has been perfected, and you spent ages making your business cards exactly what you wanted them to be. But is that enough anymore to network? Sadly, business cards are not collected and saved in card files in today’s world. The answer is therefore no.
You might be asking every one of your current clients for referrals and who they know who may be interested in your financial advice. Contd..