Ask for a Referral!
The willingness for a client to refer builds from the very first meeting in terms of the trust and service level that is perceived. --Richard Steiny
Eighty percent of the new clients received by independent financial advisors are from referrals, says Richard Steiny. "The willingness for a client to refer builds from the very first meeting in terms of the trust and service level that is perceived," he says. "Some advisors like the phrase, ‘Please don’t keep me a secret; who else do you know that could benefit from my service?'" Steiny notes.
-Richard Steiny, president of AssetMark Investment Services in San Mateo, Calif., in 10 Ways to Get More Business During Your Lunch Hour
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