introductions

All posts tagged introductions

Acquiring Referrals During and Post-Crisis

by Tiffany Markarian

There are many effective strategies for acquiring referrals and introductions from your existing clients and relationships. This holds true even in down markets or a crisis. The key is to not come off as optimistic or tone deaf, especially when your client is expecting you to focus on their needs during a crisis. What you can do is socialize the conversation and express your willingness to help people like them during this time.

3 Ways to Replicate Your Best Clients

by Deborah Nelson

Imagine what your business would look like if you replicated your best clients. You push hard to accomplish goals and improve efficiency, but when you are in a service-oriented industry, such as wealth advisory or insurance, it becomes harder to maintain a high level of personal service. That in turn, makes it harder to grow your overall business.