51 Referral Marketing Tips for Financial Advisors

"51 Proven Ways Financial Advisors Can Make It Rain Referrals!"

If you're a financial advisor who wants more referrals, this will be the most lucrative letter you'll ever read...

Referral marketing is the most potent way for financial advisors to get more clients.

Here's why...

First of all, referrals cost you nothing.

(Except 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, referral marketing growth is exponential because referrals beget more referrals, which helps your book of business multiply even faster.

That's not all...

According to Tiburon Strategic Advisors, a whopping 58% of wealthy investors found their financial advisor through a referral, which means if you don't have a solid referral strategy in place, you're at a massive disadvantage.
In his book, Cultivating The Middle Class Millionaire, Russ Alan Prince tells us 70% of loyal millionaires said they're willing to refer people to their primary advisor, and if you aren't leveraging your clients' desire to give referrals, you're flushing money down the toilet.
Nielsen tells us 92% of consumers trust referrals from people they know and they're also 400% more likely to buy.
MarketShare reports word-of-mouth increases marketing effectiveness by up to 54% and financial advisors who get referrals are pleasantly surprised to see their other marketing strategies improve as well.
According to the Wharton School of Business, the lifetime value of a referred client is 16% higher, which means you make more money for the same work!

Pretty good stuff, right?

Building a referral-based business is also a proven way to escape the never-ending grind of dead-end prospecting methods.

I’d like to help you experience the thrill of getting referrals…

WITHOUT being pushy...

WITHOUT hurting your current relationships, and…

WITHOUT seeming like a desperate beggar!

(Whether you're a brand new advisor or a seasoned veteran looking to get more referrals than ever before...)

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, let me show you…

Exactly What You're Getting

"You can get a flood of referrals by implementing a few simple tips."

When nine out of ten financial advisors read that statement, their minds clamp shut like a steel trap. They refuse to believe it, which means they'll never take the steps necessary to get more referrals and boost their income.

I'm looking for the one advisor out of ten open-minded enough to say, "Show me."

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 the strategies in this book, you'll find yourself getting more referrals with less effort than most advisors get in their entire careers.

(And if you're already getting referrals, it'll be like pouring gasoline on a fire!)

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...

Why most of your referral power is dormant (yes, even if you’re already getting referrals) and how you can make it rain referrals. Page 6.
Four reasons why financial advisors aren’t asking for referrals. Page 7.
One thing you MUST realize before you get the referrals you want... because anything you do without this is like trying to drive a Ferrari with no engine. Page 9.
Your clients are likely giving you referral “clues”! I’ll show you how to spot these clues and how to take advantage of them. Page 17.
Should you ask your “C” clients for referrals? The answer may shock you. Page 18.
Should you ask for a referral at the beginning of a client relationship? Despite what others say, this terrible idea sets you up for failure. I’ll explain why. Page 20.
My “positioning” secret which gives you the ultimate bargaining power in your relationships, which almost always makes your clients DESPERATE to send referrals your way. Page 25.
Three key areas that will make you more “referable” than ever before. If you use it correctly, this one tip alone has the power to pay for this book hundreds of times over. Page. 27.
The one thing your clients value more than money, and if you don’t acknowledge this one thing first, asking for referrals is like ramming your head into a brick wall. Page 31.
The “secret” luxury hotel chains have used to rake in billions of dollars from their guests. Every time you employ this deceptively simple "secret", you'll find your clients naturally gravitate towards giving you referrals. Page 35.
If your clients have teenagers, then doing this one thing darn-near guarantees that positive word-of-mouth will spread like wildfire. Page 36.
I interviewed people who have never given a single referral to their advisor and discovered THIS is the most common reason why. Page 40.
How to handle a referral that isn’t a good fit for you or your business. I’ll show you what to do so it doesn’t damage your relationship with the referral source. Believe it or not, you CAN have your cake and eat it too! Page 42.
Do you know where to find estate planning professionals who WANT to send you referrals? You can find them in less than ten minutes - I’ll show you how. Page 43.
Three questions most strategic alliances ask themselves before they send referrals your way. Page 47.
Do you know people who "won't take no for an answer"? Here's what they need to do instead... and it's incredibly effective at generating referrals on a consistent basis! Page 50.
Most of your clients are NOT thinking of you when you're not around. I’ll show you how to stay top-of-mind with your entire book of business so they mention your name at the right time and right place. Page 51.
How you can use what people are already saying about you to improve your marketing materials! Page 53.
The big mistake financial advisors make after getting a personal introduction which destroys almost all chances of sealing the deal. Page 56.
The gift-giving strategy that's made me dramatically more effective than advisors who send boring gifts, like bottles of wine. Page 59.
Have you ever had an experience where your client comes back and tells you, "Oh, he wasn't interested..."? When this happens, it's usually because YOU (not your client!) made THIS fatal error. Page 61.
Two critical unspoken objections your clients will have about giving you referrals. Every time you ignore (or flat-out miss) these unspoken objections, you could destroy your chances of EVER getting a referral! Page 65.

And that's barely scratching the surface!

Imagine how rapidly your business will flourish when you’ve got an army of people singing your praises (instead of feeling like you're playing the piano wearing boxing gloves...).

You owe it to yourself to grow your business and win more clients with the most profitable marketing method financial advisors have ever known... referrals.

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 anyway...)

As soon as you place your order, you’ll get an automated receipt in your email inbox with a link to download the book.

You can access it anywhere, immediately, without having to wait by the mailbox.

Oh, and in case you’re wondering…

THERE IS NO CATCH!

I realize that the ability to collect referrals on demand is worth a lot of money to financial advisors, which means I could charge a king's ransom.

So you may wonder what the “catch” is.

There isn’t one.

I’m giving you this instant PDF download because I want to demonstrate real value to you.

My hope is you’ll love it so much that you’ll buy my other products.

I want you to read these referral marketing tips and think:

"Wow, James Pollard changed my life!"

I’m not getting rich with a one-time ̶$̶1̶4̶7̶ $97 sale because I make my money on the back end by building a good a business relationship that lasts for years.

Now, you may think that the "cost" is a tad pricey for a book about referrals.

You're right. You can go over to Amazon right now and buy a book for $10 or less.

I believe it was Ben Franklin who said:

"The bitterness of poor quality remains long after the sweetness of low price is forgotten."

There's a reason why my material is 10X more expensive and if you're the type of person who blindly steps over dollars to pick up pennies, this is not for you.

If instead, you're someone who understands the value of high-quality information with the power to put money back in your pocket, then this IS for you...

And I'm already getting a lot of flack from certain "gurus" and "experts" who don't want detailed information about how to get referrals available to financial advisors like you.

With all that said, I'm throwing in another gift...

You're Also Getting My "How to Get Referrals From CPAs" Video ($97 Value), FREE!

100% FREE 38-Minute Video Included With Your Order Today

Because I want to make this an even better deal...

I'm throwing in my never-before-seen “How to Get Referrals From CPAs” video ($97 value) for FREE.

It's a rare opportunity to clear away the fog and see why CPA (Certified Public Accountant) referrals are the "cheat code" for reeling in new clients.

During this complimentary 38-minute video training, I’ll give you several different ideas and strategies for getting CPAs to send clients your way, including:

The primary way millionaires find financial advisors is through professionals such as CPAs. I’ll explain why this is and how to leverage this exclusive relationship to your advantage.
One topic you must brush up on before you even think about reaching out to a CPA... because if you don't, you will lose all credibility and ruin your chances of ever getting a referral.
How to immediately demonstrate your expertise to increase the likelihood you’ll get more wealthy referrals coming your way.
Two drop-dead easy ways to find CPAs in your area, even if you’re brand-new and know no one!
Three big mistakes nearly all financial advisors make when reaching out to CPAs. Do any one of these three things, and you can kiss your chances goodbye.
Specific questions to ask CPAs to show you’re interested in helping them. This makes it virtually impossible for them to resist sending clients your way.
Most advisors try to establish a referral relationship right away. This may work with some CPAs but there’s a much better way to do it. I’ll show you exactly what to do and why it has the power to double or triple the number of referrals you get from CPAs.
The single most important thing to do when building a relationship with a CPA. It’s drop-dead obvious, yet almost nobody does it! Every time you do this one thing, you increase the odds of getting affluent clients from the CPA.

If you’re tired of “planting the seeds” and spinning your wheels with CPAs, this video will help you.

It contains ideas that will help you to finally get the high-value CPA referrals you want and deserve.

With this 100% free 38-minute video training you’ll stand a much better chance at getting highly-desirable referrals from sought-after CPAs.

You’ll immediately get a link to watch this free bonus video, which means you can watch it as many times as you want. There’s even an option to download it so you have it forever.

(Keep in mind that this bonus video isn’t available anywhere else. I don't how long I'll offer it as a free bonus because it should be a standalone product.)

Oh, and in case you're wondering...

Yes.

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 this book with an ironclad, zero-risk, 365-day money-back guarantee.

Try out these tips 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 (james@theadvisorcoach.com) or give me a call at 937-REVENUE and I’ll give you back your $97 with no questions asked.

How can I afford to be so generous? Because I've personally been screwed by a few big-name "gurus" who make a ton of empty promises. Which is why I made it my mission to create something that gets results or it's FREE!

What if you only use one tip and it helps you get an extra three referrals per year? Would it be worth it?

What if all this book did was give you the courage to ask your current clients for referrals? Would it be worth it then?

Once you make your purchase, you'll get immediate access to the PDF download. You have nothing to lose and everything to gain.

Click the "add to cart" button to claim your copy now.

Thanks for taking the time to read this letter and I look forward to hearing from you soon!

James Pollard

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 30-minute video showing you how to get referrals from CPAs ($97 value) because I want to say "thank you" for giving the book a try.

There is no “catch” to this offer.

In fact, it comes with an ironclad, zero risk, 365-day 100% money-back guarantee.

Try these 51 tips out 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 need to send anything back.

My only request is when this book changes your life for the better, please send a referral my way. :-)

Click the “add to cart” button to claim your copy now.

For years I struggled to attract quality clients. Technically I was sound and had little issue building deep & meaningful relationships with my current clients, however gaining large numbers of new clients was a skill I was yet to acquire. I started following James on LinkedIn, joined his mailing list and eventually reached the point of purchasing his material. Through his guidance I 4X my revenue within 12 months. And this is just the beginning. His knowledge and teachings will be worth millions to me in the future. He has changed my career and my family's life, and I am loving my work much more than I would have ever thought. Complete game-changing and I can't thank James enough. - Glenn Malkiewicz

Your content is great. As you most likely are aware of, advisors get pitched all the time by coaches, but so far, out of all the ones that I have spoken to, and checked out, your content is a bar above the rest, truthfully. - David Perrotto.
perrottowealth.com

James has given me multiple great and easy steps to follow as a brand new financial planner through his paid and free stuff. Everything he creates is both easy to follow and actionable. - Brent Dunn
wholesomefinancial-brentdunn.com

I look forward to your e-mails, lots of great common sense advice from someone who has been there done that! - Peter Boys
boysfin.ca