Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Life Health > Running Your Business > Prospecting

How to Train Your Friends and Clients to Give You Referrals

Bryce Sanders By Bryce Sanders

X
Your article was successfully shared with the contacts you provided.

Everyone wants their clients to send referrals.

Can your clients and friends recognize an opportunity? Can they explain what you do? How about giving them a little training?

Let’s assume your friends and clients can respond to someone who says: “I need to buy insurance. Do you know any insurance agents?”

What about scenarios that are not so obvious?

The first thing you need to do is raise clients’ awareness about opportunities to help people who need you.

For four ideas of how to do that, see the gallery above.

(Image: bnenin/Adobe Stock)

Bryce Sanders

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.