How Many Referrals Do You Give to People Who Call on You?
/ Don Connelly / Don Guest Authoring at..., Prospecting / 0 comments
Let’s discuss three issues. The first issue is reflected in the title. But let’s amend the question to read, ‘How many referrals have you given or will you give unless a friend asks you for one?’
The second issue is this: When is the last time you hired someone to do anything for you unless you got that person by asking someone for a name?
Thirdly, when is the last time you sat around with your friends and discussed your or their personal finances?
Read Don’s guest post on this topic over at the FA Magazine – People Will Refer The ‘Real You’
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Tags ask for referralsasking someonebeing referablefinancial advisorget referralsgive referralshow many referralspeople trust youpersonal finances
Don Connelly is a speaker, coach, and long-time advocate for clear, confident communication in the financial advisory profession.
With more than 50 years of experience in financial services, Don has worked in roles ranging from financial advisor and branch manager to senior executive and industry spokesperson. Along the way, he developed a deep appreciation for the fundamentals—especially the conversational skills that build trust and understanding with clients.
This blog explores timeless ideas about communication, mindset, and professional growth for financial advisors who want to simplify their message and strengthen client relationships.
Don also publishes additional insights for subscribers on his Substack channel, Wit and Wisdom.
