Twelve steps to developing referral sources

REFERRALS

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Developing referral relationships with fellow professionals is a notoriously tricky task and a struggle for many advisers. Matt Anderson of The Referral Authority offers his tips.

If there is one thing people in business are assumed to know how to do, it is developing relationships with other professionals to the extent they become great referral sources. Clearly, however, if this really was so straightforward, far more people would get more business from other professionals. Sure, most people are good enough at setting up an initial meeting with a potential centre of influence but many do not know where to take it from there. Indeed, I do not think I have ever seen a simple step-by-step guide on how to do it, so here is mine: 1 Make small talk While sma...

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