What's the best way to generate referrals: asking for them or earning them?
Thomas Fross of Platinum Advisor Strategies said, “If you want to make a client uncomfortable, you should ask them for a referral,” Thursday at the Platinum Top Producers Boot Camp.
Ron Carson, the Prosperous Advisor, disagreed and offered this rebuttal.
Super Bowl Sunday always reminds me of one of my favorite quotes from football legend Vince Lombardi:
“Some people try to find things in this game that don’t exist but football is only two things – blocking and tackling.”
Contrary to what many believe in our industry, and to a recent article that suggests otherwise, asking for referrals works. In fact, this is exactly what we practice at Carson Wealth Management Group and Peak Advisor Alliance. I built Carson Wealth Management Group with this principle, and much of our success is simply because we do a lot of blocking and tackling - and we execute the little things well. Not seeking and asking for referrals is completely contradictory to anything I’ve ever experienced in building my own million-dollar business.