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Referrals vs Favorable Introductions

Choosing Warm Introductions Over Referrals

This is a question frequently asked of Marc Rogers and his team at Producers Prospect. Looking for referrals is akin to shooting with buckshot, instead of using a sniper. To reach more of your A-list potential clients, you should be looking for “favorable introductions.”

Identifying and Connecting with A-list Clients

There are many ways to do this, but it starts by identifying your current A-list clients, and having them introduce you to like-minded individuals in their world – what Marc calls “QCC clients” – qualified, committed, and coachable.

It comes down to relationship building -getting “nosy” into your client’s lives and getting to know them. You also want to build relationships with CPAs, attorneys, and other professionals, so that they are giving you favorable introductions to their clients.

The COVID-19 pandemic has accelerated our foray into the digital world. This is a perfect place to connect with your clients, learn all about them (people put EVERYTHING on Facebook!), and get to know their circles.

Marc explains how a young woman selling CutCo knives made such an impression with him, and the data and science behind why.

TAKE YOUR PRACTICE TO THE NEXT LEVEL

Meet the most comprehensive, dedicated IMO support for Financial Advisors. No one fights harder for your future than Producers Prospect.

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