Recently, one of our executives was at the dentist’s office for their six-month checkup. As they were in the chair, the hygienist told them that, if they filled out an online review of the office right now, they’d get $75 off their serivces.
So right there in the chair, she gave the office a glowing review (because she really does like them). And then: boom, free fluoride.
Obviously, a dentist’s office has a slightly different standard from a compliance standpoint. Still, the bones of a good idea are there for a financial advisor: if you can create incentive, you can create action — and start collecting referrals.
Making a Scene (and Creating a Referral)
One idea we love can help you with generating referrals. One of our advisors hangs pictures of clients in his office when they refer somebody to his practice and they become clients. They get invited to premium client events as well — all part of the incentive for referring, as well as a result of creating action.
It was as simple as hanging photos of select clients on the wall in his lobby. That spurred conversation, which created action, which caused lead generation.
Opportunities like this are everywhere — if you know how to make them.
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