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More referrals through client feedback
Consistent referrals arise directly from having the right conversations with clients, and the right ones include asking the right questions.
The article "Secrets of Referrals" by Julie Littlechild in this month's Financial Planning magazine could be the most important thing you read this year. In it, Littlechild summarizes the conclusions of the study she will publish this month called Anatomy of a Referral.
Her prior study, the Economics of Loyalty, established that almost all referrals made by clients came from a category she calls "engaged."
This paper digs deeper and uncovers three critical components of engaged client relationships. And they all relate to having the right kinds of conversations with the right clients. One of the keys is obtaining consistent and objective feedback.
Her data include the following observations:
74 % of engaged clients said they had been asked for feedback, while only 45% of the others said this was the case.
61% of engaged clients indicated they felt that being asked for their input was very important or critical.
72% of engaged clients said that the feedback they provided made a real difference.
The message? If you want engaged clients who consistently refer qualified friends and associates, make sure you have an ongoing program of soliciting feedback, including surveys and advisory boards, and improve your system and client expectations based on what you learn from that feedback.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
