"The Case Against Asking For Referrals..."
Have you ever been told to ‘just ask’ for referrals?
As someone who helps financial advisors get a steady stream of referrals, I think that’s a terrible idea.
Because while I believe this ‘just ask’ advice comes with good intentions, it’s simply not that easy.
And it's unfortunate because referrals cost you nothing.
(Expect maybe a small “thank-you” gift.)
Plus, you start with a higher level of trust.
Your “closing” ratio improves because prospects are predisposed to doing business with you.
And unlike other marketing methods, your base of referred clients can grow exponentially because referrals beget more referrals.
So, if it’s okay with you, I’d like to reveal my biggest “secret” for getting more referrals…
But First, Read This Disclaimer:
Please understand that my results are not typical. I’m not implying you’ll duplicate them (or do anything for that matter).
The average person who buys any “how to” information gets little to no results. As with all of my products, my references are being used for example purposes only.
I’ve had years of experience getting referrals and my personal results should be considered exceptional.
Your results will vary and depend on many factors… including but not limited to your background, experience, and work ethic.
All business entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT GET THIS.
With that said...
My Biggest Secret For Getting More Referrals...
My biggest secret for getting more referrals is not to ask for them but to facilitate them.
Maybe you’ve heard me talk about this in my daily emails… or my weekly podcast (“Financial Advisor Marketing”)... or maybe you’ve heard me speak somewhere and I’ve mentioned it.
You see, facilitate is defined as: “make (an action or process) easy or easier.”
Instead of hounding and hammering your clients for referrals, your goal should be to make it as easy as possible for people to refer business to you.
Because, depending on the study you read, anywhere from 77-92% of clients say they’re willing to give referrals, yet only a small percentage of clients actually do.
Because it isn’t easy enough for them.
Think about it this way…
Most of your clients WANT to help you… and they want to help their friends and family members. The only reason they aren’t helping by providing referrals is because the process is too daunting, too difficult, or too complex.
That’s why it’s up to you to facilitate referrals… and it’s why I’ve created a must-have referral marketing guide, called:
“51 Referral Marketing Tips For Financial Advisors”
This resource is all about making it as easy as possible for people to send you new business.
When you start using the ideas, you’ll notice common objections (such as “I don’t know anyone who needs a financial advisor”) begin to vanish before your eyes.
Here, let me tell you…
Exactly What You're Getting...
I’ve crammed this book full of 51 of the most powerful, easy-to-implement, referral marketing tips tailored specifically for financial advisors.
They’ll help you whether you’ve been an advisor for thirty days or thirty years.
Nearly every time you use my “facilitation” strategy, you’ll find yourself getting more referrals with less effort than ever before.
Plus, at only 73 pages, you can work through it at your own pace or breeze through it in an afternoon.
Here’s a small sampling of what you’ll discover...
In fact, I had one financial advisor write to me and tell me he had completely missed these referral “clues” for the past three years.
If he had this material three years ago, he could’ve recognized these subtle signals and taken advantage of them.
A word of warning about the previous tip…
It does cost a little bit of money to implement but it’s wickedly effective.
For example, I gave this tip to one of my consulting clients to revitalize his entire business.
He had a decent-sized book of business but he wasn’t getting the referrals he thought he should be getting. By doing this one thing to stay top-of-mind, he was able to get more referrals in a month than he got in the previous year.
And the best part? It took him less than a day to do.
And that's barely scratching the surface...
Here's What To Do Next...
The “cost” of this book is ̶$̶1̶4̶7̶ $97 and it comes with a 100% money-back guarantee, which is explained below.
(It’s important to note that it may be tax-deductible for you as well…)
As soon as you place your order, you’ll get an automated receipt in your email inbox with a link to download everything.
You can access it anywhere, immediately, without having to wait by the mailbox.
And to make this an even better deal for you, I’m throwing in another gift…
You're Also Getting My "How To Get Referrals From CPAs" Video ($97 Value), Free...
I’m throwing in my never-before-seen “How To Get Referrals From CPAs” video ($97 value) absolutely free.
It’s a rare opportunity to clear away the fog and see why Certified Public Accountant partnerships can make getting referrals like child’s play.
Here’s what I’m revealing in this complimentary 38-minute video training…
Let’s unpack that last tip…
Because unfortunately, many financial advisors are making one (or all) of those three mistakes. In fact, I know of one financial advisor who was unknowingly making mistake #2 and spinning his wheels, not making any progress.
Once he fixed this mistake (and it took a short amount of time) he was finally to set appointments and build relationships with CPAs.
Yet, that's not all because I'm also revealing...
Oh, and in case you're wondering...
Of course there's a money-back guarantee.
In fact, I think it's...
The Boldest Guarantee In The World
While I can’t guarantee any specific results because I don’t know your particular situation or your circumstance, I would be SHOCKED if you weren’t able to get several referrals as a result of the information I’m sharing with you.
Either way, it doesn’t matter because I offer “51 Referral Marketing Tips for Financial Advisors” with a 365-day money-back guarantee.
Try out this practical, actionable advice for a FULL YEAR and if you don't feel that it's worth 10X what you paid, I will give you a prompt and courteous refund.
You don’t even have to send anything back. Just send me an email (firstname.lastname@example.org) or give me a call at 937-REVENUE and I’ll give you back your $97 with no questions asked.
Click the "add to cart" button to claim your copy (and your free bonus video) now.
Thanks for taking the time to read this letter and I look forward to hearing from you soon.
P.S. In case you’re one of those people (like me) who skips to the end of the letter, here’s the deal:
I’m offering you an instant PDF download chock-full of referral marketing tips for financial advisors.
The "cost" is ̶$̶1̶4̶7̶ $97.
I'm also giving you a free 38-minute video showing you how to get referrals from CPAs ($97 value by itself) because I want to say "thank you" for giving "51 Referral Marketing Tips" a try.
There is no “catch” to this offer.
In fact, it comes with a 365-day 100% money-back guarantee.
Try out these 51 tips for a FULL YEAR and if you don't feel as if it's worth 10X what you paid, let me know and I’ll give you back the $97. You don’t even have to send anything back.
My only request is when this changes your life for the better, please send a referral my way. :-)
P.P.S. "FAST RESPONSE" BONUS
If you order today, I’ll give you an additional bonus with 21 referral scripts for financial advisors ($37 value). Here are a few of the scripts included:
Click the “add to cart” button to claim your copy (and your free bonus video) now.