Wednesday, January 28, 2015

How to approach clients for referrals without pushing or begging - Generating High-Value Referrals

There are 7 great ways in promoting referrals using the VIPS Method for referrals and introductions. And how do you address clients, who feel uncomfortable talking about giving recommendations and referrals. This episode focuses on the "approach" to our existing client base.

Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized client referral expert Bill Cates, President of Referral Coach Academy. The vast majority of financial advisers and insurance professionals are continually seeking out new clients. The acquisition cost of a new client can be expensive and time consuming. Bill's methodology of acquiring high value prospects and clients through referrals and introductions is unique in practice enhancement services.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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