Useful tools for your existing Tailored Protection SMSF Plan clients
Priority Protection
A selection of cover options to cater for a broad range of insurance needs.
{{title}}
{{label}}20 June 2017
Generating referrals is not a ‘set and forget’ exercise as many advisers will have experienced. It does require some forethought and active engagement but where to start can often be the first hurdle to overcome.
I know that gaining more referrals [introductions] is typically on the minds of most financial advisers. Attracting clients through others, whether existing clients, professional referral partners or other people that you know in your life, is the most efficient marketing strategy there is for financial advisers. Why? We know that people aren’t waking up each morning jumping out of bed thinking, “I must get some insurance advice today.” It just doesn’t happen.
However, we do know that if their accountant, family member or even friend talks about the value of personal protection, it can prompt them into making a call or meeting with you.
With that in mind, below are seven proven referral steps that you can take immediately in your business. There is nothing stopping you from taking any of these steps. No compliance excuses, system excuses or budget excuses!
For some of you this will be an excellent starting point and for others, a reminder that following a process to build solid business relationships is the best way to go.
None of these tips are earth shattering. They are all rock solid, proven strategies which is why I share them with you. However, I share them with you because I know, working with advisers every day, that sometimes we just need a reminder of what the steps are.
There are several other ideas that I can share depending on the size of your business and the stage of your growth. If you would like more information about how to attract professional alliances to your business, please feel free to contact me.
About the author
Rachel Staggs provides insights to help advisers market their business to potential (and existing) clients.
Rachel is the founder and Managing Director of SRS Coaching & Consulting, a specialist financial services consulting firm, and Business Growth Hub Specialist Partner.
For more information on SRS and to contact Rachel visit srscc.com.au or visit the Business Growth Hub.