prospecting how-get-referrals-without-asking 
Nerd's Eye View
APRIL 17, 2023
New client growth is the lifeblood of financial planning firms and there are myriad strategies for attracting qualified prospects, but many of these come with a hard-dollar or time cost for the firm. Which is why many advisors seek to leverage client referrals, where their clients refer family members, friends, or colleagues to the advisor.
Nerd's Eye View
FEBRUARY 9, 2024
Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)
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Million Dollar Round Table (MDRT)
APRIL 30, 2023
To do this, they need to keep their prospecting pipeline filled. It can be confusing, however, to know what to look for in a successful prospecting strategy. Many agents and advisors announce they only add new clients through referrals. That is great if the referrals flow on a regular basis, but it is not a proactive strategy.
Sara Grillo
FEBRUARY 9, 2024
Here are some non-traditional ways to get referrals as a financial advisor. 1 Birthday call An easy way to get your clients to send you other clients Get a list of your clients Write down everyone’s birthday. If you don’t know it, ask them. You should ask your client for an introduction to that person.
FMG
JANUARY 10, 2024
Referrals are one of the best ways for an advisor to grow their business. In fact, referrals from clients, friends, or family account for 53 percent of new clients for advisors—the top source of new clients in 2022, according to a Cerulli report. Referrals are often the cumulative success of your services and marketing.
Sara Grillo
FEBRUARY 16, 2024
1 Oversharing/foisting the proposal too early “How do I prevent prospects from taking my proposal and giving it to their brother-in-law who works for Merrill Lynch to implement for them?” It may seem generous but in reality it 1)imbalances the discernment and hence 2) drives a wedge in between you and the prospect.
Indigo Marketing Agency
SEPTEMBER 6, 2022
In a deep dive with Indigo founder Claire Akin, Veres discusses how we use our Testimonial Program to collect and post client testimonials for financial advisors in a regulatory, compliant way. . And that is Indigo’s end goal: to get financial advisors more referrals of their ideal clients. Indigo’s Testimonial Program .
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