Seven ways to boost referrals

clock

The Referral Authority's Matt Anderson reveals how your current clients can help you identify new prospects.

The most important part of getting referrals is making it easy for your current clients to open doors for you. With all of your contacts, your goal is threefold: Identify people who sound like potential prospects; Identify people your clients like (they are not going to refer you to a boss they cannot stand or a sibling they resent). As you use the steps below, listen for their tone of voice – how they talk about that individual; Keep it simple. Narrow your ask to one, two or three people. Seven ways to excel in this area: 1. Research/pre-planning: Before you meet a curre...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

News editor's view: Standard Life/Aegon UK – Another big deal to digest

News editor's view: Standard Life/Aegon UK – Another big deal to digest

The news editor's Friday Night Takeaway from 17 April

Isabel Baxter
clock 17 April 2026 • 3 min read
Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Raising money for a money literacy charity Money Ready

Professional Adviser
clock 17 April 2026 • 1 min read
Attitudinal targeted support could be 'the way forward' - research

Attitudinal targeted support could be 'the way forward' - research

Investments increased 30% when targeted support focused on attitudes

Sophia Panayi
clock 16 April 2026 • 4 min read