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

Winning back trust: How advisers rebuild client relationships after a breakdown

Winning back trust: How advisers rebuild client relationships after a breakdown

‘I think we need to be better’

Sahar Nazir
clock 04 August 2025 • 5 min read
PensionBee petitions government on ten-day pension switch guarantee

PensionBee petitions government on ten-day pension switch guarantee

Calls for action on pension transfer delays

Sahar Nazir
clock 04 August 2025 • 2 min read
Professional Adviser TV: Growth of MPS market 'dependent' on FCA's retirement review

Professional Adviser TV: Growth of MPS market 'dependent' on FCA's retirement review

Advisers moving away from ‘one size fits all' MPS solution

Professional Adviser
clock 01 August 2025 • 1 min read