Lunchtime takeaway: Have a referral speech

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

Have a referral speech

If a client happens to mention she’s happy, turn that into a request for referrals. Here’s what you can say: “Thanks for saying you’re pleased; it’s wonderful to be appreciated. If you have someone in mind for whom I would be a good fit, it would be great if you could make a personal introduction.” Make it about the great level of service you’ll be providing a new client.

Want more? Read: How to ask for a referral

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.