Connecting with Referrals Effectively
Transcript: Our 2022 advisor referral research revealed some clear best practices around how to best connect with referrals. First, remind people that you would welcome referrals. Consistently. Planting referral seeds will help Second, tell your clients and professional partners how you would prefer to be introduced. The most. Referable firms suggest a mutual introduction, such as an email and third track referrals provided in your CRM and use a formal, predefined follow-up process. The most referable firms. Reach out directly to see if a referral wants to meet. The sales process toolkit can help you define your lead to client process or referrals.