In this video, I interviewed Matt Anderson of The Referrals Academy on the most effective ways for financial planners to ask their clients for referrals. Matt is a referral expert, coach and the author of Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List
We talked about the common mistakes planners make with regards to asking clients for referrals and how to fix them. One important area that Matt focused on is that advisers must earn the right to ask clients for referrals by not only doing ‘the work’ but also making sure clients are fully aware of it.
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
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