An excerpt from my NEW book Knockout Networking for Financial Advisors and Other Sales Producers about how to generate referrals!

I have many ideas, approaches, and practices about how to generate more and better referral business. I’ll share one way to generate referrals here every week (for a total of 12 rounds!) or you can simply pick up a copy of the book and get them all!

Pick up a copy HERE!

If you missed the previous articles in this series, please take a look:

Round Four!

Spend More Time in All the Right Places

Where do those in the best position to refer you hang out? Go there!

This applies to virtual meetings too!

This is what I mean by networking in the right places. The right conferences, conventions, association meetings, networking groups, or the Zoom meetings that lead to all of the above!

If you can write articles or blogs and contribute them to the publications that serve your market, that’s a great way to establish additional credibility and generate referrals with your potential audience.

I’m always looking to attend and speak at the events that attract those that serve my target audience. Usually that amounts to financial wholesalers and broker dealers since most of my work is with financial advisors.

Where they go, I go.

You can take the same approach with your marketplace. If you happen to be an architect, it makes good sense to hang out at organizations that attract construction companies and contractors. If you’re a title closer, you may want to know where real estate attorneys go. Chiropractors and massage therapists may also have a common interest.

For financial advisors, it depends on your target market, but accountants and estate planning attorneys are probably a safe bet.

Of course, having a defined target market is one of the best ways to determine where you need to go, what you need to say, and who you need to meet.

This will absolutely maximize your opportunity to generate more and better referrals!


Image by Mari Smith from Pixabay