The Advisor Solutions Podcast EP 27- Mastering The Referral Process

Do you ask for referrals and get just get a “deer in headlights look” from your clients? Then hear, “I can’t think of anyone but if I do I will let you know.” If this sounds familiar know that you are not alone!

Most advisors and agents want to receive referrals but don’t because they are asking for referrals the wrong way and they don’t even know it because they haven’t learned why clients will give referrals.  It’s all about having a client-centered approach and using a dialogue which I refer to as the “Client-Centered Referral Dialogue” to make a robust connection.

In this episode, learn about a strategic process for creating an effective referral system!