Walk this way: Adviser reveals his trade secrets to referrals

Better and more referrals. But how?

clock • 3 min read

Martin Dodd had 80% of his referrals being no good for his Wolverhampton advice business. So he decided to find out why, and how to turn that around...

"How do I get more referrals from my existing clients?" I often hear this from other financial advisers. But the question that needs answering is actually this - "How can I get more of the right quality of referrals?" From my own marketing activities I get more than ten inbound enquiries each month, but at least 80% are not the right type of enquiry for me. So I have been working on ways to improve this. It is human nature to give referrals to others. When a friend asks you where's the best place to go for a curry in your area, you immediately tell them how brilliant your local is. We...

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

Autumn Budget 2025: Government mulls stamp duty exemption for newly listed company shares, reports claim

Autumn Budget 2025: Government mulls stamp duty exemption for newly listed company shares, reports claim

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 03 October 2025 • 1 min read
Feel Good Friday: Triple Point raises over £190,000 for cancer charities

Feel Good Friday: Triple Point raises over £190,000 for cancer charities

Inspired by sales director Dan Jewell’s brain cancer diagnosis

Professional Adviser
clock 03 October 2025 • 1 min read
Lloyds and Schroders to ditch SPW joint venture

Lloyds and Schroders to ditch SPW joint venture

Began in 2019

Linus Uhlig
clock 02 October 2025 • 1 min read