Can client events be introduction Oppourtunities?

Hey Phil, This year our firm is hosting a number of client events. Can we turn these into referral opportunities? – Elaine, Maryland

Hi Elaine, Events to update clients on the news impacting them is introduction gold. Social events work too. Here’s how to do it.

1. Do you track the clients who have introduced you to referrals in the past? Have they been the types of leads that you clamor for? Make a list containing the client names.

2. Reach out to these clients (calling is better but emails are OK). Thank them for their previous introductions to folks who have benefited from your help and specialty. This is an ideal time to share with them who benefits the most from your expertise.

Then state this:

“If you know someone else who could benefit from our help and specialization, please bring them to our Workshop (fill in the date and location). We are only offering a small and select group the opportunity to bring a special guest. We won’t put a hard sell on them, we only request a simple introduction during this fun event.”

3. Make time while addressing all attendees to thank your special guests. During the event be sure to privately recognize and thank your client for their attendance and for bringing their guest. Introduce their guest to various members of your team. Also introduce their guest to other clients (if this feels appropriate).

4. Follow-up with thank you notes to the client and their guest. Then reach out to the guest to see if they’d like to meet for coffee.

Elaine, you’ll be pleased with the outcome of this process.

Have a great day, Phil

“Better Ask Phil” provides financial advisors quick and actionable suggestions to drive better referrals. We welcome all questions at hello@referralsafe.com

Introduction

This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of ReferralSafe. We use your Personal Information only for providing and improving the product. By using our ReferralSafe, you agree to the collection and use of information in accordance with this policy.

Information Collection and Use

While using ReferralSafe, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to your name ("Personal Information").

Log Data

Like many site operators, we collect information that your browser sends whenever you visit our Site ("Log Data"). This Log Data may include information such as your computers Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. In addition, we may use third party services such as Google Analytics that collect, monitor and analyze information collected through our products.

Communications

We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information strictly related to ReferralSafe.

Changes

This Privacy Policy is effective as of the date listed at the top and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.

Copyright © ReferralSafe LLC

Introduction

These Terms of Service ("Terms") govern your access to and use of the services, including our various websites, email notifications, applications, (the "Services" or “Referral Safe LLC”), and any information, text, graphics, photos or other materials uploaded, downloaded or appearing on the Services (collectively referred to as "Content"). Your access to and use of the Services are conditioned on your acceptance of and compliance with these Terms. By accessing or using the Services you agree to be bound by these Terms.

Termination

We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.

Governing Law

These Terms shall be governed and construed in accordance with the laws of the United States, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have between us regarding the Service.

Changes

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.

Copyright © ReferralSafe LLC