Referral Systems for Financial Advisors and Wealth Managers [video]

Most financial advisors assume their referral process is as good as it can get if they are able to generate 1or 2 referrals a month. But what if you could have 1-2 quality referrals a week? Or even in a day? Many financial advisors assume that it’s not possible to generate more referrals than they already do… and they’re underestimating themselves and their clients. Referrals, when approached properly, are a natural part of the customer relationship. It’s just a matter of learning how it incorporate a referral process into the relationship from the start. In this episode, you’ll “tried and true” tips for implementing referral processes and systems that ensure you not only get the great referral, that referral is converted into a great client. Want to increase the number of referrals you’re getting without sounding desperate? Listen and learn! Episode highlights include: Why one great client event isn’t enough. (5:08) The reason you should write the book. (7:49) Why handwritten notes get the attention and the referral. (8:30) A weekly email isn’t enough contact for clients or for referral generation. (10:46) Personalizing the client experience will maximize the relationship (13:03) Client appreciation that has clients appreciating you (and telling their friends). (19:30) How to have the effective conversation that gets the referral in contact with you. (29:08) If you’re ready to create explosive growth in your practice and find more qualified prospects, Register for a FREE Advisor Success Package today. Go to to register today by clicking the button, “Free Advisor Success Package”. For well qualified advisors, be sure to schedule your free practice evaluation (a $1,297 value) by calling 303-808-8719 or visiting and click “Schedule Now.” You’ll be connected to Mindi or Jennifer who will help you get started to exponentially grow your financial advisor practice. Discover how to get even better at gaining referrals with these resources: Develop a referral process: Family-based referrals: Accelerate referrals: