How do I handle clients who promise to give the name of a referral and call with the address, and then don’t?

Article ID: 22

Last updated: 20 Nov, 2019

Make a follow up call and ask for the address. Next time, schedule a phone appointment with them to give you the addresses of the referrals. Do everything by appointment only. Hire competent staff to whom you can delegate these tasks to.

Also listed in

Referral Conversation™ -> Ideal Clients Reluctant Giving Referrals

« I am beginning to see how very important the Meaningful,...

What language do you use to set up a Financial Road Map® with... »

Others in this category

How would you respond to Friends and Family who respond at the end of the Financial Road Map Interview™, after I have had the Being Done™ Referral Conversation™ with them, who say “Yeah, I really think this is cool. If I come across anyone I would definitely refer them to you”. Would you just let it go at that or would you pursue it further and how would you pursue it?

When I do the Referral Conversation™ with clients, I'm often getting the response that they'd like to check with the people they want to refer first to get their "OK" to give me their contact info. What do you recommend I say when this comes up?

I had a client who completed an implementation meeting but was not very effusive about the benefits of our work together so far. She is an elderly lady who is very passive and doesn't seem to have many friends she hangs out with. She sticks with mostly family who are all broke.

How can I increase my referral ratio?

I'm going to start cold calling companies in my area to try and present the Ideal Life Group Presentation to their employees during their lunch break; a 'lunch n learn.’ I've come up with a basic script to use when making the initial call and I was hoping if you could run your eye over it to see if you think it would be OK or if you have any suggestions.

» More articles