3 Tips for Getting More Referrals

June 11, 2024•2 min read

Referrals are a powerful way to grow your estate planning business. They come with built-in trust and are often easier to convert. Here are three tips to help you get more referrals from your clients.

Tip 1: Timing is Everything

Timing plays a crucial role in securing referrals. Asking for referrals at the right moment can significantly increase your chances of getting them.

Ask Quickly:

Similar to asking for reviews, the best time to request referrals is soon after the initial meeting. This is when client satisfaction is at its peak.

Automation:

Use automated tools to send referral requests within 24 hours of the first meeting. Personalise these requests to make them feel genuine and heartfelt.

Tip 2: Consistency in Asking

Consistency is key when it comes to getting referrals. Regular reminders can help keep your business top-of-mind for clients.

Automated Follow-Ups:

Set up a series of automated follow-ups that gently remind clients about referrals over a period of weeks or months.

Gentle Reminders:

Ensure your reminders are polite and not overly aggressive. Phrasing like, "If you know anyone who could benefit from our services, we would greatly appreciate a referral," works well.

Tip 3: Offering Incentives

Incentives can be a controversial topic, but when used correctly, they can effectively encourage referrals.

Small Rewards:

Offer small rewards such as gift vouchers for each successful referral. Ensure the value is appropriate and doesn't seem like a bribe.

Non-Monetary Incentives:

Consider non-monetary incentives, like donating to a charity on behalf of the referrer. This can be appealing to clients who prefer not to receive direct rewards.