Financial Advisor Success Ep 463: Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens
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Nov 11, 2025 David Stevens, President of Stevens Capital Partners, shares his unique approach to generating 10-15 referrals weekly. He emphasizes coaching clients on effective introductions rather than simply asking for referrals. The discussion includes using text messages for warm introductions and how to strategically plant referral seeds during the onboarding process. Stevens also addresses adapting firm services to include emerging clients and highlights the importance of personalized communication for maximizing referral success.
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Normalize Referrals During Onboarding
- Seed referral expectations early by telling prospects most families you work with introduce friends and family.
- Coach clients to send a warm text intro including the advisor to raise response rates and reduce friction.
Get Included In Warm Text Intros
- Ask clients to include you on a warm text introduction rather than just handing off your phone number.
- Use firm-managed compliance-approved phone numbers so texts are archived and safe.
Turn Low‑AUM Referrals Into Future Clients
- High referral volume will include many younger or lower-AUM prospects, which can be an opportunity not a nuisance.
- Create a tailored, profitable service tier for emerging clients to capture that flow and nurture future wealth.
