7th Wave Media

A few notes and tips for financial professionals to get more referrals.

Financial planners and professionals are in a high-ticket business. That means when you get a client, you’re going to get their business this year, next year, and probably multiple services. You get residual income. Hopefully they’re a client for life and then you get their children’s business, too.

So, asking for referrals and getting referrals from clients is hugely important. It’s the lifeblood of your business.

It’s going to be a better lead, a better prospect, a better new client than someone that came off cold off the Internet, someone who, you know, saw one of your webinars online and just wanted some more information.

For that reason, I’ve created this three-video series about asking for referrals.

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.

Today, in this video #3, I follow up in this short video with a couple notes on getting referral business. Why do we do some of those things? What are the psychological tactics that work well? Why do we word things a certain way?

These notes, hacks, and tips will help answer those questions, as well as frame and shape your referral scripts and strategies.

You should be asking for new business from your current clients regularly and consistently. 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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