Listen "Active Referrals"
Episode Synopsis
Referrals from clients typically account for around a third of most practice's growth.
It's equally as true that most advisers exert only minimal control over the quality, quantity and frequency of when referrals happen.
In this session, I'd like to share with you the science behind client referrals and, in doing so, some proven methods for being able to generate more "active" referral flow.
In doing so, you'll come to understand:
The types of clients who will refer and those who typically don't, can't or won't,
How to get insight into why referrals have happened in the past, to stimulate it to happen more often in the future,
Three different ways to have referrals conversations that don't feel pushy,
The key information to track when seeking to get further valuable insight into what your clients may be telling others about you.
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To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
Join our Free Best Practice Portal here > https://audere.com.au/practice-success/
To know more about what I do, visit our website: https://audere.com.au
Follow me on:
LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Twitter: https://twitter.com/stew_bell
Instagram: https://www.instagram.com/stew_bell/
Listen to The Finnovator Podcast on
iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719
Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0
#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #practicemarketing
It's equally as true that most advisers exert only minimal control over the quality, quantity and frequency of when referrals happen.
In this session, I'd like to share with you the science behind client referrals and, in doing so, some proven methods for being able to generate more "active" referral flow.
In doing so, you'll come to understand:
The types of clients who will refer and those who typically don't, can't or won't,
How to get insight into why referrals have happened in the past, to stimulate it to happen more often in the future,
Three different ways to have referrals conversations that don't feel pushy,
The key information to track when seeking to get further valuable insight into what your clients may be telling others about you.
======================================================================
To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
Join our Free Best Practice Portal here > https://audere.com.au/practice-success/
To know more about what I do, visit our website: https://audere.com.au
Follow me on:
LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Twitter: https://twitter.com/stew_bell
Instagram: https://www.instagram.com/stew_bell/
Listen to The Finnovator Podcast on
iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719
Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0
#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #practicemarketing
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