As we get closer to 2018, it’s that time when a lot of people may start to think about what they want to achieve in the New Year. While individual goals can be endless, a 2016 study by finder.com.au found that overall the two most popular types of goals are health and fitness and money.
As a financial adviser you are in a unique position to support, and help your clients to achieve their new year’s goals, and with our latest Two for Two: The policy and AIA Vitality fees are on us campaign, you have even more to offer.
While telling your current clients how you could support them in achieving their goals is usually somewhat easier, reaching prospective clients can be more of a challenge. There is a solution however – client referrals.
Referrals from happy clients are one of the best sources of new business, but how do you get satisfied clients to actively recommend you to their friends and family?