Blog

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.

Make sure you don’t miss any of my weekly video tips to help you focus on what really matters in your business. Subscribe to have notifications of postings delivered directly to your inbox.

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.

Leave a Comment