Active Referrals

Referrals from clients typically account for around a third of most practice's growth.

 

It's equally as true that most advisers exert only minimal control over the quality, quantity and frequency of when referrals happen.

 

In this session, I'd like to share with you the science behind client referrals and, in doing so, some proven methods for being able to generate more "active" referral flow.

 

In doing so, you'll come to understand:

• The types of clients who will refer and those who typically don't, can't or won't,
• How to get insight into why referrals have happened in the past, to stimulate it to happen more often in the future,
• Three different ways to have referrals conversations that don't feel pushy,
• The key information to track when seeking to get further valuable insight into what your clients may be telling others about you.

 

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