Host Referral Events at Least Twice Per Year

There is no better way to get to know prospects than in a social setting. Your clients will appreciate being treated to a night on the town (or wine tasting, or chocolate tasting, or golf swing analysis, etc.) and their friends (your prospects) will too! This will also give your clients and prospects a chance to see more than just you as their financial professional, but as their business friend. If you’re married or have a partner, see if they’ll be part of this with you. In some cases, you might even have your children there. For more advice on referral events, check out the Referral Minute archives at: http://www.referralcoach.com/newsletter/ref-min-archives

If you have any Social Prospecting strategies and techniques that have worked for you, please contact me directly. I’d like to interview you for my book on the subject. Send your message to: Bill (at) ReferralCoach (dot) com.

Today: Plan a referral event for the next quarter. Don’t plan too big of an event. First, you want maximum time with your clients and prospects, to create a solid connections. Plus, if you create something too daunting, you’ll never get to it.

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