Asking For Referrals
Why don’t advisers ask for referrals?
Most advisers know referrals matter, but asking still feels uncomfortable. We let bias creep in and create excuses: “I can’t ask until they’ve been with me for years”, “I’ll wait until performance looks amazing”, or “I wouldn’t refer yet, so they won’t either.” Often the biggest clocker is the fear of hearing “no”. Add uncertainty over timing and worries about “looking unprofessional,” and the chance slips away.
The reality? When clients feel real value, they’re usually glad to refer. They just need a prompt. With the right mindset, simple language and clear trigger points, asking stops being awkward and becomes a natural habit that delivers immediate results.
What is the benefit for your business
People know people like themselves, so turning referrals into a habit means more of the right clients walking through your door. The result is a stronger pipeline, lower client acquisition costs and more clients you actually want to work with.
- Fill your pipeline with “target clients” through warm introductions that convert better and cost less.
- Build a consistent referral habit across the firm with simple prompts and shared language.
- Strengthen client relationships by making referrals feel like a compliment, not a favour.
- Celebrate and close the loop, so clients feel valued and proud to recommend you again and again.
How the training works
Previous delegates report feeling more confident, asking consistently using triggers and seeing an immediate uplift in referrals. When you know how and when to ask, referrals stop being a missed opportunity and become your most reliable growth method.
What people said about learning with Melo
Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.
Ben is thoughtful, inquisitive, knowledgeable, and forward-thinking. His support and insight helped hugely to deliver a first-class and rewarding session to a room of senior industry figures.
We had a great experience working with Ben on strategic marketing workshops. They were a huge support from start to finish, thanks to his talented facilitation and organisational skills. His knowledge and understanding of the financial planning profession was a big bonus too.
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