Financial Advisors

What is your “go to” sentence or paragraph when asking for a referral?

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Can you please send me the names of your family and friends so I don’t have to keep churning your account in order to feed my kids?

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I don’t ask for referrals. People don’t give you referrals because they want to help you, they do so if you exceed their expectations in service. Them giving a referral is then not only “safe”, but gains them social currency. As a result, according to benchmarking surveys, we score very highly in that category. The best practice is to create a culture that fosters referrals other than constructing a sentence.

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You couldn’t be more right. If you have to ask for referrals, you aren’t “wowing” them - asking can help some clients that might not think about it or think the referral might be too small, but in general it just sounds desperate. Take exceptional care of your clients and they will be excited to share you name

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Screw that. Get straight to the point.

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