Dr Thomas Mathar Why that killer question isnt the key to referrals | Money Marketing
News Source : Money Marketing
News Summary
- A human-centric approach recognises the psychology at play for both adviser and client
- Most powerful referrals don’t come from asking, they come from being referable
- Clients refer because they’ve experienced something meaningful — something they believe is valuable enough to share, even if it carries risk
I recently spoke with a financial adviser who proudly shared a killer phrase he uses to generate referrals.Picture the scene hes sitting with a client during a review meeting. As they wrap up, [+5701 chars]
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