Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

Everyone agrees: referrals are the most effective, and cost-effective, way to generate new business, yet asking for referrals can feel awkward. You really could use some more clients but you don’t ...

The most awkward networking attempt I've ever witnessed happened in my senior year of college. A former executive at NBC who had started his own production company came to talk to the film department ...

Who should listen: This episode is for service professionals such as financial advisors who want to ask clients for referrals in a way that puts everyone at ease. Key idea: Clients won’t offer ...

Past MDRT president Tony Gordon once said, “Cold-calling is God’s punishment for not asking for referrals.” It takes courage to request a referral, though, so don’t waste your ask. Set yourself up to ...

While healthcare organizations employ different types of marketing and advertising strategies to acquire new patients, referrals stand out as an effective way to grow one's patient base. According to ...

Financial professionals talk with all kinds of people but most advisors say that asking for referrals is their most challenging conversation. So how does an advisor use persuasion to encourage a ...

Ask cautiously for referrals, said Jeffrey Hemker, national sales manager, retirement division at Invesco, speaking at the 2015 PLANADVISER National Conference in Orlando, Florida, on Tuesday. In a ...