Whipping up a feast: How to master client referrals

CLIENT REFERRALS

clock

The Referral Authority's Matt Anderson shares a plan of action to help advisers focus on the relationships that really matter, with just one hour's work per week…

How many of you think that the pace of your life for the next few months will be slower? It is a ridiculous question, isn’t it? Except that being even busier is unlikely to make you more effective and productive. The multi-tasker is dying. Only you can monitor your self-discipline and leverage your willpower to focus on the key people in your network each week, rather than chasing more rabbits that you will rarely catch. Here is my suggestion: spend an hour each week on your top six to 16 referral sources, your top five prospects and your top five clients. Think strategically about ho...

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

The five-minute complaint and the five-day investigation

The five-minute complaint and the five-day investigation

GSI Group CEO on complaints, AI and the latest set of FOS reforms

Mark Buck
clock 12 August 2026 • 5 min read
Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin
clock 12 August 2026 • 4 min read
New Talent Alliance launches financial advice careers guide

New Talent Alliance launches financial advice careers guide

Designed to attract new entrants into the profession

Sophia Panayi
clock 11 August 2026 • 2 min read