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Why Refer You

Written by: Donald F. Pooley

Article Overview: Yes, you are a wonderful person, and an excellent advisor, but so are a lot of your competitors, so why should anyone refer you instead of one of them?

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Why Refer You

Yes, you are a wonderful person, and an excellent advisor, but so are a lot of your competitors, so why should anyone refer you instead of one of them?
Think of referrals you've been given in the past. Did you handle each of them in such a way that it was a memorable experience for the person referred?
Did he or she call the referror to tell him what a pleasure it was to deal with you?
You want the referred prospect to be so impressed with the treatment you give them that they can't wait to tell their referror about it.
Dan Richards described the referral strategy of a Toronto stockbroker this way. "His first contact involves calling the prospect to set up a face-to-face, exploratory meeting.
"He then couriers an information package to the prospect's place of work, including a note confirming the broker's background, his philosophy, and firm.
"The third contact occurs when the advisor's assistant calls the prospect a day before the meeting informing him to look for a space reserved in his name should the parking lot be full.
"Lastly, when the prospect (and possibly his spouse) arrives the receptionist greets them and asks, 'Are you Mr. and Mrs. Smith? Dan told me he was expecting you, and to let him know as soon as you're here.'
"Since implementing this process the advisor's success rate converting prospects to clients has increased dramatically."
But, what do you think his prospects told their referrors?
And what do you think your last referred prospect would tell his referror?
The better you can make the experience for the referred prospect, the more likely he is to thank the referror for referring him to you.
And, because people love to be appreciated, the more likely the referror is to give you more referrals.

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About the Author: Donald F. Pooley
RSS for Donald's articles - Visit Donald's website

Don Pooley, the author of this article, allows you to publish it if you include these credit lines: Copyright 2005, Donald F. Pooley, Inc. Don Pooley CLU, CFP, CHFC, "The Advisor's Advisor" has shared his marketing know-how with audiences of life insurance men in all major Canadian cities, London, Australia, Chicago, New York, San Francisco, Hong Kong, and Singapore, and now in his free ezine. To get more ideas on marketing your services, plus free ebooks, subscribe now at http://www.eTIP.ca/

Click here to visit Donald's website
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Related Forum Posts
Useful tips Useful tips - I work for The largest fitness company in Australia so I can give you some tips. Some of the promotions they do are: *Sponsor kids school and give the parents a discount rate. *Refer a friend and get cheaper lessons *Raffle draws, These create leads which you can contact. ( you can team up with some local businesses and have people go in the draw to win a swimming lesson etc.) *give discounts to local businesses and their families *start something new and exciting, people may be bored with the lessons, I'm not sure what they are though *change instructors *advertise in the local paper about bring a friend deals These are my ideas, hopefully they were helpful.


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