Client influencing stories

Many of my clients ask about how they can get their counter staff to refer customers to their advisers behind the scenes more often. Here’s a simple, elegant way of doing it which you can use is many referral situations. Through Customer attraction stories. Let me explain. You show the value you provide your customers through a short, less than one minute story that describes the actual value you give. You tell this story to your counter colleagues during your morning meetings and you’ll involve them emotionally and on a…

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Client referral tips

In this 5 minute video and audio clip, Paul shares with you some tips on how you can gain more referrals from your existing clients. He uses an example of a very successful financial adviser practice to illustrate the tips.

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