how to ask for referrals Archives - Don Connelly & Associates

Here’s a Four-Pronged Plan to Become a Highly Referable Advisor

October 25, 2021 / by Don Connelly / Prospecting / 0 comments

Most financial advisors find it difficult to ask for referrals. That we know because less than 11 percent even bother to ask. Maybe that small cadre of advisors knows something the other 89 percent don’t—that nearly three-quarters of high-net-worth clients say they would refer friends or colleagues if their advisors asked. That’s quite a disconnect, so I’m wondering if there is something else going on that’s preventing advisors from tapping this precious and obvious source of new clients.

How to Get More Referrals

October 12, 2015 / by Don Connelly / Prospecting / 0 comments

Referrals are integral to growing your business. They are one of the most profitable sources of new clients. So asking for referrals is a priority – even if the thought of doing so fills you with trepidation.

In order to get more referrals be selective where you focus your energy. Determine the right time to ask your clients and try these different approaches in order to make asking for referrals more natural – and more productive.

How to Ask for Referrals

October 6, 2014 / by Don Connelly / Prospecting / 0 comments

I’m going to make a few comments about referrals. First of all, calling strangers, having to meet strangers, knocking on doors, that’s God’s revenge for not getting referrals.

Secondly, if you don’t ask, you’re not going to get them.

And thirdly, if you’re having trouble asking, let me tell you why. There’s a good chance you’re thinking too much about yourself. You’re saying to yourself ‘Am I begging here? Am I getting red in the face? Am I embarrassing myself by doing this?’