How to Get More Referrals

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Last Updated on July 20, 2020 by John Prendergast

success v failure Referrals are invaluable to your growing practice. Trouble is, most advisors struggle to build a profitable referral network. There are tips and tricks you can do today to increase your referrals tomorrow. What’s the secret sauce, you ask?

“Engineering strong referral value doesn’t require a magic wand. It does, however, require putting yourself into the referrer’s shoes and thinking of ways to make their lives simpler, better and more valuable. Here’s a list of 7 ideas for how you can deliver other types of value to your referral partners:

1) Feature them in your client newsletter or blog.
2) Do a joint workshop, seminar or webinar. Share the costs and the business opportunity.
3) Make … ”

… Read the rest in our whitepaper!

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Author

  • Carolyn McRae

    Carolyn is Blueleaf's in-house marketing guru. She writes on The Blueleaf Blog to make advisors' lives easier, offering practice management and client engagement tips where and when they're useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!

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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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