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

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

Sahar Nazir
clock 09 May 2025 • 2 min read
Professional Adviser TV: Female leadership and overcoming business barriers

Professional Adviser TV: Female leadership and overcoming business barriers

With WIFA winner and short lister Frankie Smith

Professional Adviser
clock 09 May 2025 • 1 min read
The 'quick way' to lose your clients' trust

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

Sahar Nazir
clock 09 May 2025 • 2 min read