This actually happened. During my days in production, I sat alongside another advisor who called a client and said, “You haven’t given me any referrals lately.”
New York is a tough town, but putting the client on the spot isn’t the answer.
In the gallery above, let’s look at 10 ways to ask for referrals.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” can be found on Amazon.