How top 'referral getters' do it

REFERRALS

clock •

Matt Anderson, author of Fearless Referrals, explains the qualities advisers need to increase their chances of referrals.

If you want to be effective at referral marketing, here’s what to know about the most accomplished ‘referral getters’: 1 How they think. A mindset that says: ‘Why wouldn’t you refer me?’ Your ultimate goal is to expect people to refer you. That can sound a bit intimidating but let’s be open about this: the more confident you are, the more confidence you will inspire. Just today I talked with a client who used to feel apprehensive asking for referrals because it seemed too aggressive to him. This is very common (frankly it is ‘normal’ until you learn how this limits you). Today he...

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

What do younger clients really want from their adviser?

What do younger clients really want from their adviser?

'They're going to need all the help they can get'

Justin Cash
clock 21 October 2026 • 5 min read
CII and PFS celebrate more than 300 chartered graduates

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

Sophia Panayi
clock 21 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read