Category Archives: Referrals

Market Volatility = The Perfect Opportunity to Acquire Referrals – Here’s How

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Want to know how to get referrals in times of great uncertainty?

An advisor told me yesterday that he is getting results with this question he asks clients as he talks with them during market volatility: “Do you know people that are already retired and are nervous about the volatility in the market? Perhaps they may be interested in getting a second opinion.” Pretty simple approach and he says it is having results.

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Chris Tieri: Achieving Your Goals thru Grit and Relationships

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If there are two words that clearly define Chris Tieri, that’ll be grittiness and tenacity. But it’s the relationships she forges with clients that truly have brought her success.

In this week’s episode, Chris brings us back in time when she had to brave the rain to make anappointment with a creative director she’s been following for so long. She’ll show us why sometimes, talent and skills can only do so much.

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Is Your Website Killing Your Referrals?

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Website Killing ReferralsReferral acquisition is no longer reliant on word of mouth. Just a handful of years ago, in order to cultivate referrals, you just needed to deliver good products and service, communicate consistently, and give clients an experience to talk with others about. Today, all of that is still true but becomes meaningless if what they say about you does not match what is found online.

If someone verbally says something like, “You have to go see my financial advisor!

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Be Surprising and Get More Referrals

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Are you doing what you told your clients and prospective clients you would do? If you are, this may be the reason clients don’t refer you as much as they should. To put it simply, you’re not getting the referrals you deserve because you are doing exactly what you promised you would do. And although there is nothing wrong with that, it is not unique or exciting, and it may not cause people to talk about you or your company.

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Survey Clients to Assess Referability and Delight

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delightGood businesspeople are referable, for the most part. If you were to ask all of your current clients if they would ever refer business to you, most would say that they would. In fact, for healthy businesses, 80% of the clients on average would say that they would give a referral. So if they say they WOULD give a referral, why don’t they?

Sometimes, if you believe you are delighting your clients and still not receiving regular referrals from them,

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