Andy NearyI help insurance professionals turn brand awareness into business growth.

An effective way to ask for referrals.

5 Mar 2024 · 1 min

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0:54

Short advice video by Andy Neary explaining a more effective way to ask clients for referrals: instead of asking vaguely if they know anyone, tell the client specific reasons you enjoy working with them (e.g., easygoing, values employees, constructive challenger) and then ask if they know peers like that. The approach prompts immediate names so clients leave the meeting with referrals.

Chapters

In this video, I'm going to show.
You how to ask for more effective referrals.
One of the biggest mistakes we make.
When asking for referrals is we sit.
Down with a client. We say, hey, do you know of any other people or any other businesses we could help? The client says, hmm, let me think about it and get back to you. Well, they never get back to you. They're busy. The second you walk out the door, they forget about you. Instead, here's.
A more effective way to ask for a referral.
Tell your client all the ways, all the reasons.
You love working with them.
Who are these people up here? Here because you're easygoing, you love your employees, you challenge me when you disagree, when you don't agree with me. List all the reasons you love working with them and then say, hey, do you have any business.
Peers just like you?
It's an effective way to ask for referral. Because we hang out with people just like us. It's going to make it easier for them to come up with names immediately so that they can give you those referrals and you can walk out the.
Door with a few names to reach out to.
Give it a try. Let me know what you think. But this is a great way to.
Ask for a refer.