What do you think of looking at potential clients Linked In/fFacebook profiles to come up with some names ahead of the conversation to put in front of them to consider if they can't think of anybody?

Article ID: 384
Last updated: 20 Nov, 2019
Yes, this is okay. What's better is to find out why they don't want to introduce you to their friend, family, and / or colleagues.

There really is no such thing as "I can't think of anybody." Every time you hear, "I can't think of anybody," what they are really saying is "I don't want to introduce you to my friends, family, or colleagues. Either because I'm not as excited about the work you're doing for me as you would like to think that I am or because I don't really believe that you are going to provide something of value with no strings attached. Therefore, I am not comfortable risking my relationships with my friends, family, and / or colleagues to introduce you."

Presuming you followed the process / script we have provided and gone deep into the impact of the value you have provided and they say they can't think of anyone they care enough about to give the gift of ________________________, use clarifying and expanding questions to discover what's really going on. Once you get to the real issue you can resolve it.

Continue to build your referral process script binder so you can comfortably and conversationally respond to every situation.
Also listed in
private Referral Conversation™ -> Ideal Clients Reluctant Giving Referrals
private Referral Conversation™ -> Referral Conversation™ Misc.


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b Another Trusted Advisor and I are planning to get a sample of our Ideal Clients (husbands and wives) together for a cocktail party. Say 3x2 each - total of 12 people plus ourselves. The purpose is to really question whether the VBFP full service and our communication are the same - the 3 meeting process, being part of the Ideal Client Community, 144 point checklist, the 5 critical reports, etc - is working for them. Are we getting our message across or is our enthusiasm remaining with us? Sort of a Client Board of Review. What's working for them and what is not! If it is working, why then aren't our Ideal Clients referring more friends and colleagues to have a Financial Road Map® experience? The cocktail party is a genuine attempt to understand, learn and improve where there are gaps. Not just a subtle push for referrals! So, my questions are - do you think such a meeting would be productive? How would you frame the invitation? How would you stage manage the cocktail party? Are there any "scripts" that might be useful? And any other questions I can't think of yet!
b I am in the Ideal Life Evaluation Program. I don't have all that many clients and am through most of them with the Financial Road Map®. What is the best way to build a list of people to call? I am not into the program enough yet that I have the Referral Conversation™ available to me.
b Had a Referral Conversation™ and the client provided great feedback on the process, the positive impact of having their Financial Road Map® etc. I addressed the question … “They already have an advisor”, I clarified this is not a solicitation, it is a gift and I explained the introduction process in detail. As I start to finish I asked if they have any questions about the process, they responded “No, it is clear." Again when I asked the question who’s first, they responded, “We don’t have a list of people to give you at the moment. We will keep it in mind; we don’t have a large circle of acquaintances.” What would you say?
b How should I handle an existing Ideal Client who refuses to give me referrals during an Implementation Meeting? I am anticipating they will not give me referrals because they have not done so in the past.
b If a client offers to contact people she has referred me to (she made out notes to 4 potential clients) should I accept? One client offered (after writing these notes) to contact each person by phone or email and tell them about me. What works best in this situation?
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