Category Archives: Referrals

Does Your New Client Onboarding Produce Referrals?

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When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.

So, a process of regular, new client communications was developed to not only stay in touch during this sometimes-quiet period,

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Its Highly Likely Your Online Reputation is Killing Referrals

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If you knew that your best prospect was going to look at your LinkedIn profile next Thursday and make a decision on whether or not to come in to see you based on what they see – would you change it?

Referral acquisition is no longer reliant on word of mouth. Just a few short years ago, in order to cultivate referrals, you just needed to deliver good products and service, communicate consistently,

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Referral Myth #4: Referral Acquisition is Not a Real Marketing Strategy

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By Maribeth Kuzmeski

Many of your best clients found their way to your firm through referrals. But do you have a system or process for generating the best new clients into your firm? If you don’t, you’re not alone. Having a plan brings focus to obtaining the best leads.

Set a goal for how many referrals you’d like to receive this year. Determine what you will do each week to accomplish that goal.

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Referral Myth #3: Referrals Will Come with Performance

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By Maribeth Kuzmeski

Performance alone seldom gets you the number of referrals you deserve. The reality is that even when accounts are performing well, clients may still not refer to you. The real key may be simply listening just a little bit more to your clients.

In the book, Blink, by Malcolm Gladwell, a study is referenced that was done to find out why some medical surgeons never get sued.

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Referral Myth #2: My clients tell me they “don’t know anyone” who needs my services.

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By Maribeth Kuzmeski

Have you ever heard a client say, ‘I don’t know anyone’ when you made mention of referring? Do you think that’s true – that they actually don’t know anyone who may benefit from your services? Chances are they know lots of people – they’re just not motivated to give you names right now.

One of the most successful strategies I’ve seen for giving clients a reason to immediately refer is an event called,

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