The Secret to More Client Referrals: Increase Your Referability by Being Helpful

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For many of us, asking for referrals can feel awkward and unnatural. Too many times the focus is on the work recently completed or the products and services just purchased as a means to prompt the question “who else do you know?” Doing a good job or implementing a great strategy and then aligning the referral request to those outcomes is a clunky way to cultivate referrals. An alternative view is to design an experience for the client that is so amazingly beautiful and deliberately [over-the-top] helpful that you don’t even need to ask, because they feel compelled to share you with friends.


Tyler Hoffman

FMA, CHC

Tyler is a Qualified Trust Partner with Reina, a Trust Building Consultancy. He helps advisors accelerate their practice by uncovering where they are making unintentional missteps in the trust-building process, and by helping to position them as a trusted authority in any niche they desire.

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