Distraction-Proof® Advisor Ideas

Business-building ideas and advice to move you forward faster.

3 Focus Points for Great Referrals (Distraction-Proof Advisor Idea Video #93)



Often advisors focus on a formula for requesting referrals rather than their own approach. Here’s a better way:

  • Keep a list of your ideal clients from whom you want more referrals.
  • Have your referral-request language down pat.
  • Monitor to make sure prospects become clients, and thank your clients for their referrals.

For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.

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Paul Kingsman

Paul Kingsman

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.

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