How To Get High Quality Referrals

The Referral Mastery System incorporates the best practices from 20 years of on-going research on how to drive profitable growth through implementing a systematic referral program . Not everyone is a good fit for you OR you for them. Educate your clients on who you can help and WHY your expertise is important to them.

An effective referral program requires much more than simply asking your clients for referrals. To get the quality of referral you want, it’s important to educate your clients on the specific types of people and situations where you provide expertise and WHY your specific expertise is valuable for those people.

This educating of your clients and other referral sources helps you in two important ways. First, it helps assure you get the quality of referral that you desire. Second, it motivates the client to play an active role in the introduction. Clients who are happy with your service will refer you if someone they know asks them for a recommendation. However, they are unlikely to initiate conversation about your service unless they understand why it’s important for the people they know to meet with someone with your expertise.

It takes less than 3 minutes to educate a client on who, why, and how to introduce you. It will be one of the highest payoff activities you ever undertake.

To learn more about our referral programs and how to get powerfully introduced to the type of referral you want, visit or contact us at 800.865.2867.

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Client Results . . .

"While last year was a tough year for most advisors, for me it was a record year and so much more. While others advisors were playing defense, I doubled my assets. With the strategies and processes you help me put in place, I was able to re-structure my business to protect my clients and rapidly bring on new HNW clients. With your help, I was able to hit all my targets and bonuses. And I was able to reward myself with my ultimate dream come true. A new Shelby Cobra replica with a 500 hp - 428 Cobra jet engine. I feel like a 6 year old on Christmas morning! Thanks for helping make this happen.

P.S. Next I want you to guide me on how to structure my business so I can take off twice as much time. But remember, I also plan to grow my production by another 50%."

Chuck G., Wells Fargo Advisors

"Your program is the best "How To" on referrals that I've seen in my 22 years in this business."

Jim K, Branch Manager, Smith Barney

"I shake my head in amazement when I look back on my progress. When I started, I was lucky to get 1 referral per month. This past month I generated 40."

Paul A, Wells Fargo Advisors

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