I received the following excerpt of a message from one of my clients, and I have included my reply as an example of how to obtain a referral.
Thank you for the clarification. That really helps. I spent the afternoon listening to the coaching conversation recorded with you last week.
Thank you for everything you have been doing for/with me thus far. I must tell you that this is a very good process for me and I am invigorated and excited.
I have also given your name to a few people, one a financial planner and one a financial product wholesaler.
All the best,
And my reply:
Hi Jane Doe,
Congratulations on the work that you are putting into the coaching and may it reward you a thousand-fold.
Happy to receive the names of the advisor and the wholesaler for follow up.