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Continue to ask for referrals

07:30AM Feb 15, 2008 in category Tip of the Day by AdvisorMax

If you have built a thorough consulting process that is delivering great value to your clients on an ongoing basis, don't hesitate to ask them for referrals.  -Cliff Oberlin and Jill Powers

When you meet with your top clients--those you enjoy the most and who are most profitable--ask them if they know anyone who would benefit from your services. If you have built a thorough consulting process that is delivering great value to your clients on an ongoing basis, don't hesitate to ask them for referrals. More often than not, they'll be happy to help you out in this area.


-Cliff Oberlin and Jill Powers, Oberlin Financial (www.oberlinonline.com), a financial advisory practice and broker-dealer in Bryan, Ohio, in Head Start

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