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Get more people referring you without having to ask


Here’s a short video (less than 3 minutes) with a practical idea you can use in your advice business today that will help it grow.

I’ve also included the written version if you prefer to read it.

Give it a go – and make every minute count!

In todays video I share a simple way to help you get more people referring you without having to ask. 

Do you want to know a really great way that you can get more referrals and get more clients wanting to spread your disease?

Well, you need to get inside their minds.

You need to pick their brains on the things that are working or not working. The things you need to do more of or less of.

And yes, you do this through a survey, but I’m not talking about a client satisfaction survey.

I’m talking about genuinely getting valuable intel and insights from them.

Questioning the things that they value and they don’t value, and really understanding what changes you can make over the course of the next 12 months that are genuinely going to build a business that they just can’t wait to be a bigger part of.

So asking questions about some of the things that you are doing today, that you know you kind of ‘sat on the fence’ about whether they value it or not.

Maybe it’s a newsletter that you send out, maybe it’s the fact that you meet once or twice a year, you know it’s that enough?

Could you supplement your meetings with more ad hoc, say Skype meetings and using technology?

Just go through and think about all of the things that you’re doing that you’d love to get their feedback on.

It’s really good also to think about what type of offer or services do you want to bring to the table over the course of the next year and ask them.

So would they be interested, either for themselves or their family, in a mortgage review type of service.

Maybe you want to bring in Estate Planning or something that you are not currently doing.

Coz’ here’s the thing, at the end of the survey you can then go back to them and say, “as a result of the feedback you gave, this is what we are going to do”.

It makes a much better reason for making any change other than you felt like doing it or you thought you should.

The other thing is, in your survey you can also identify language that they use.

Pick up on words that they use, phrases that really come to mind for them, and you get to use those words, from their point-of-view, in all your marketing material or your communications with them.

It’s a really great chance to also remind them of some of the great things that you do, things they might not remember or be aware of.

So if you really want to get more referrals and ‘up the anti’ with getting clients on your team, then get out there and get some feedback.

Yeah it’s a little bit of nerve wrecking because you might hear some stuff you don’t want hear… but if you don’t hear it, you can’t fix it.

Okay on that note, do a survey, and Make It Count.


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