Most financial advisors rob themselves blind every time they meet with their best clients because they don’t simply ask for referrals.
Why don’t they ask?
Well, most advisors don’t know the correct words and phrases to say to make their clients want to send you referrals. But once you figure this part out, the rest comes easy. In fact, it could even help you land your largest client this year.
That’s why I invited Bill Cates, The Original Referral Coach for financial advisors, onto today’s show to reveal some of his best-kept referral secrets.
Want to grow your client base in the easiest and most reliable way possible?
Listen now.
Show highlights include:
- How to double your referrals this year (even though it’s never been harder to reach interested prospects) (3:38)
- Two words to say to satisfied clients that makes them want to send you highly qualified prospects (3:58)
- Why asking for referrals is the quickest way to make your referral pipeline dry out (4:54)
- The 2 most common objections your clients have when you ask for referrals (and how to overcome each one) (7:51)
- How strictly should financial advisors stick to their referral script? A referral expert answers… (12:42)
- Use this 7-word phrase whenever you’re in a tricky sales situation to position yourself as the expert authority (14:49)
- How asking this simple question can land you your largest client by the end of the year (20:55)
- The advanced “Double Readership Path” copywriting trick for transforming your website into an appointment-setting machine (27:35)
Need more help turning your business into a referral machine? Order Bill’s newest book, The Language of Referrals: The Words & Scripts Highly-Successful Financial Professionals Use to Gain More Ideal Clients, here: http://languageofreferrals.com/.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Financial Advisor Marketing Podcast