A client reluctant to give referrals says, “I am the supervisor of everyone I with whom I work. I am uncomfortable with introducing these folks given the potential for people to see it as me using my position to influence my staff.” That one was new for me. Suggestions?

Article ID: 220
Last updated: 20 Nov, 2019

That would make a lot of sense if this was a solicitation of some kind. It’s not. Who’s first?

Or, maybe I’ll buy that excuse… for now. So let’s talk about giving these gifts to everyone you know who doesn’t work for you. Who’s first?

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private Referral Conversation™ -> Ideal Clients Reluctant Giving Referrals


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b What language do you use to set up a Financial Road Map® with prospects?
b While looking for and asking for Group Self-Referral opportunities, do you think it matters if I email vs. call the contacts I have?
b I have put together a list of people I would like to meet; a Six Degrees of Separation list, but I'm not sure of the purpose of the list and where to go with it. What script do I use to contact these people? I know some of them through Church, and others I have never talked to. Am I approaching the people on this list to eventually complete their own Financial Road Map®, or am I wanting to meet them to tell them about the new direction of my business and asking where they feel I could meet potential Ideal Clients? Or am I trying to meet the people on this list for both reasons?
b The Referral Conversations™ imply that my current Ideal (or near Ideal) clients have previously received a copy of the Values-Based Financial Planning™ book. None of them have.
b I had a Referral Conversation yesterday with a client couple. The benefits to clients were taking the worry out of their life and taking the pressure off of them. I was a little lost on how to dig deeper on this. I did use the phrase ‘How does this impact you day to day?’ I did not, however, receive an emotional response. How would you go about digging deeper with this type of response? This is an area I believe might be holding me back from clients introducing me to people they know although I set the expectation that in the next meeting I will expect them to have names of people to introduce me to.
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