Walk this way: Adviser reveals his trade secrets to referrals

Better and more referrals. But how?

clock • 3 min read

Martin Dodd had 80% of his referrals being no good for his Wolverhampton advice business. So he decided to find out why, and how to turn that around...

"How do I get more referrals from my existing clients?" I often hear this from other financial advisers. But the question that needs answering is actually this - "How can I get more of the right quality of referrals?" From my own marketing activities I get more than ten inbound enquiries each month, but at least 80% are not the right type of enquiry for me. So I have been working on ways to improve this. It is human nature to give referrals to others. When a friend asks you where's the best place to go for a curry in your area, you immediately tell them how brilliant your local is. We...

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