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Client Advocacy

PROBLEM: Most advisors would agree that REFERRALS are the best way to get new clients. Unfortunately, most advisors don’t get nearly as many referrals as they would like. Conventional wisdom says that in order to get more referrals, you have to ask for them. The problem is that doesn’t always work. Asking for referrals is awkward at best. It can even alienate clients. There has to be a better way…

SOLUTION: The key to getting more and better referrals is NOT asking for them but turning your clients into ADVOCATES. Think about it. When you are totally blown away by the service you receive from a service provider, do they have to ask you for referrals? Of course not – instead, you probably go out of your way to tell others about your positive experience. The same holds true for your clients. If you’re not getting as many referrals as you would like, there is a good chance that you are not exceeding your clients’ expectations.

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