How to Get More Client Referrals as a Financial Advisor
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How to Get More Client Referrals as a Financial Advisor
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Many advisors assume that if a client wants to refer someone, they will. That assumption could be costing you. Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P, as she sits down with Gina Pellegrini, mentor and partner at C2P and founder of Pellegrini Team Consulting. With more than 40 years of experience coaching advisory teams, Gina brings a practical, no-nonsense perspective to one of the most underworked growth levers in the business. Together they walk through the systems, language, and team habits that help turn referrals from something occasional into something predictable.
Resources:
- Book referenced: Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List by Matt Anderson
Statistics:
- According to a study cited in Fearless Referrals by Matt Anderson, only 11% of clients had been asked for referrals, yet 72% said they would happily recommend their advisor.
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