Updated Wednesday, September 17, 2014 as of 5:42 PM ET

Making Introductions Happen: Request and Receive Referrals From Existing Clients

2. Ask for an introduction - then ask again. Simply ask your clients if they know of someone who might benefit from your second-opinion service. Given how many investors are confused and uncertain these days, it's very likely that your client will immediately think of someone. Once you receive a name, immediately ask if anyone else comes to mind. Continue to ask until no other names are offered. If you don't get any introductions the first time you ask, just let them know that you will be asking again down the road and ask them to think about it a bit. (In fact, gaining introductions is so important that I recommend you ask for them at all your regular meetings with clients.)

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (0)

Be the first to comment on this post using the section below.

Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here