How to Get More Referrals

Posted by John Prendergast

1 min Read

success v failure Referrals are invaluable to your growing practice. Trouble is, most advisors struggle to build a profitable referral network. There are tips and tricks you can do today to increase your referrals tomorrow. What’s the secret sauce, you ask?

“Engineering strong referral value doesn’t require a magic wand. It does, however, require putting yourself into the referrer’s shoes and thinking of ways to make their lives simpler, better and more valuable. Here’s a list of 7 ideas for how you can deliver other types of value to your referral partners:

1) Feature them in your client newsletter or blog.
2) Do a joint workshop, seminar or webinar. Share the costs and the business opportunity.
3) Make … ”

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John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

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