Asking for feedback creates the magic with clients
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
- By: Jade Hemeon
- June 6, 2012 November 17, 2019
- 17:40
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
Today’s events are smaller and content is specific
Be prepared and avoid telephone tag
Make frequent contact and focus on long-term goals
Whether you contact clients monthly or quarterly, make it about them, not you
Touch points get your clients to know you, like you and trust you
When it comes to popping the question, timing is almost everything
Set clients at ease and be a good listener
Exhibit your community awards, but remain humble
Today’s clients are looking for advisors who can guide them through their life stages
It pays to be prepared for bad news from clients
Make conversations about issues such as wills and POAs routine
Know your audience and keep it brief
Get valuable feedback and act on it
The tales you tell help define you and your value to clients
Outline your fee structure and what clients receive for those charges
Follow a step-by-step plan for reaping the benefits of an event
Make sure your client events are well attended by preparing carefully in advance
Having the wrong attitude about referrals can be harmful for your business
The quality of a client relationship can be more important than the size of the account
Make an impression and follow up
Keep it short, clear and current
Say what sets you apart from other advisors
Your signature says a lot about you and your business
Twitter can be a powerful tool if you control its risks