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

Succession Alliance launches first profession-wide succession survey

Succession Alliance launches first profession-wide succession survey

Open to people in all roles working in financial planning firms

Sophia Panayi
clock 29 September 2026 • 1 min read
The future of our profession will benefit from greater collaboration

The future of our profession will benefit from greater collaboration

'The profession continues to operate and evolve in an environment of profound change'

Keith Richards
clock 28 September 2026 • 4 min read
Burnham to propose social care plans at general election

Burnham to propose social care plans at general election

Aims to be preventative

Jaskeet Briah
clock 28 September 2026 • 2 min read