Are you asking the right questions?

 

Do you have problems getting referrals? Everyone says “All you have to do is ask for them!” However, sometimes it isn’t that easy – especially if you don’t know the right questions to ask. Here is a list of questions you can choose from to ask your clients that can make the “asking” part of the referral process easier!

  1. In your circle of family and friends who is the one person most dissatisfied with their investment advice?
  2. In your circle of family and friends who is the one person most dissatisfied with their retirement plans?
  3. Who is the next person in your company to retire?
  4. Who was the last person in your company to retire?
  5. Who was the last person in your company to take an early retirement?
  6. Who was the last person in your circle of family and friends to retire?
  7. Who was the last person in your circle of family and friends to take an early retirement?
  8. Among your business associates, who is the one person most likely to be considering selling their business?
  9. Who in your circle of family and friends has received a promotion recently?
  10. In your circle of family and friends who is the last person who left a company because of downsizing?
  11. Who is the last person who received a substantial legal settlement?
  12. Who is the one person who will soon be on their own financially for the first time?
  13. Who is the last person to have received an inheritance?
  14. Who is your most financially successful friend?
  15. Who is the most successful small business owner with whom you are friends?
  16. Who is the one person in your family in need of a life insurance plan?

Remember, when it comes to marketing, success is more about persistence and activity than it is about blinding flashes of genius. If you will commit to doing some kind of marketing every single week, and stick with it, you will see results. Please call me if I can help!

 

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