7th Wave Media

12 Scripts for financial professionals to ask for referrals.

Are you maximizing referral business?

Getting new leads and new clients is the lifeblood of any business, and studies show that referrals from current clients is the best, most efficient, and most lucrative source of new business.

In this world of high technology and fast-paced marketing, simply asking for referrals is incredibly basic, right?

And yet so many financial professionals forget to do this on a regular basis, neglecting their #1 source of great new business.

Sure, they may ask for referrals here and there, but there is no systematic approach, little thought that goes into it, and they certainly don’t plan, practice, and naturalize those scripts.

A wonderful financial planner that I work for recently asked me to help them with some scripts and tips for them to increase their referral business, and we worked together.

In this three-part video series, I’ll share those tips, hacks, and actual referral scripts with you:

Video #1 Why financial professionals should be ACTIVELY asking for referrals.
Video #2 12 Scripts for financial professionals to ask for referrals.
Video #3 A few notes and tips for financial professionals to get more referrals.

Of course, you’ll want to adapt and change these to account for your niche, clients, and what feels and sounds natural to you.

But the point is that you should regularly be asking for new business from your current clients. I promise you that this very simple and basic activity can make a significant impact on your business!

As always, feel free to contact me if you want more information or even to go over these scripts together.

Your friend,

Norm Schriever

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