Referrals

How to effectively generate referrals

In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.

By Craig White and Grant White |December 1, 2015

3 min read

Planning and Advice

My niche: Working with police officers

Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.

By Suzanne Sharma |March 6, 2015

5 min read

Planning and Advice

Get personal to win clients

If you make enough of an effort to connect with a client, you’ll become a core part of his support network.

February 24, 2015

1 min read

Planning and Advice

Referrals are a good way to build business. And if it’s a family member of a current client, most advisors are willing to take on that person since he’s considered an extension of the same relationship.

By Staff |February 6, 2015

4 min read

Learn from your own referrals

You encourage friends, clients, neighbors and family to send you clients. What do you give back in return? Sometimes business leads fall on your lap. When considering several friends you could tell, how do you choose?

3 min read

Take clients to a fashion show

These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident it’ll develop your relationship and could lead to referrals. Since you’re not a fashion insider, here’s how to deal.

4 min read

Referrals

How to effectively generate referrals

My niche: Working with police officers

Get personal to win clients

How to evaluate referrals

Dos and don’ts of referrals

Learn from your own referrals

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Take clients to a fashion show