5 Ways to Get More Referrals Now

By Barbara Kotlyar, Senior Marketing Manager on Wednesday, April 20th, 2011

  1. Write a blog post (try to keep it under 500 words) about a topic that your clients find valuable. For example, if you focus on Gen Y clients you may want to give them tips on how to start saving to purchase a house.  At the end of the post put in share links so that your clients can forward the blog to a friend, post it on twitter, Facebook or LinkedIn.

  2. Position yourself as an industry expert. Create short videos or podcasts where you discuss industry hot topics, trends and recent events.  You can post these on your blog, email them to your clients, put a link in your quarterly newsletter, and send the link to online publications for them to post. To learn more about how to create videos check out this blog post.

  3. Gain more visibility. Leverage local and online media to increase your firm’s visibility by offering to write content, contribute to a blog, or to be interviewed for educational content. You should reach out to local newspapers, other financial bloggers, news channels, radio talk shows and news channels as well as other online websites that provide financial content for your target audience. You can also offer to speak at smaller local events such as a university investment club or community event.

  4. Become active on LinkedIn. Set aside 20 minutes each day to connect with clients, groups, and colleagues on LinkedIn. LinkedIn groups are a great way to increase your online visibility by posting content, but more importantly, adding comments to other people’s content. For an in-depth LinkedIn guide for advisors click here.

  5. Create a client satisfaction survey. You can easily create a client satisfaction survey using an inexpensive online tool like Surveymonkey to help you understand how you are doing from the client’s point of view. This will help you target clients who are happy to give a referral and show you areas that need improvement. 

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