Episode 5 – The Real Scoop on Inspiring Referrals

Advisors have been misled by the promise of a referral program to boost their referral engagements. Referrals don’t happen authentically when you ask; and no client these days is falling for the BS tactics and scripts. If you want more referrals you need to, first and foremost, earn them. Secondly, you need to find ways to inspire people to want to refer you. Make it fun, professional and super easy to do so. In this episode we also talk about why clients refer – it might not be what you think.

Leave a Reply