The Top Six Cost-Effective Referral Activities for Financial Advisors

I recently attended a Marketing Forum given by the FPA of Michigan. Many topics were discussed, among them how to get referrals. Being especially interested in this topic I took some notes and here they are.

Why are happy clients a gold mine? Because they’ll refer to you if you ask them.

We all know the value of a referral. You’re not spending your time cold calling. Referrals are warm. You can design your referral system so that you attract your ideal clients.

Closing sales is much easier because referrals are pretty much presold on your merits.