Whereas many advisors search shopper referrals, an intentional strategy can result in a steadier movement of leads. At the moment’s visitor breaks down how teaching shoppers on making introductions and small communication tweaks can flip glad shoppers into proactive advocates, driving regular, certified alternatives week after week.
David Stevens is the President of Stevens Capital Companions, an RIA based mostly in Omaha, Nebraska, managing $500 million in AUM for 475 households. Pay attention in as David shares how he’s constructed a thriving referral engine—receiving 10 to fifteen shopper introductions per week—by educating shoppers easy methods to make significant connections as a substitute of merely “asking for referrals.” You may study in regards to the timing and phrasing he makes use of to normalize referrals throughout onboarding, how he makes use of textual content messaging on this course of, and the way his agency has tailored because it has added shoppers throughout a spread of segments.
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