Terri Levine’s Post

Want to be a welcomed guest vs. an annoying pest to prospective clients and referral partners? Follow up with them without asking them to buy something. - Help them solve a problem. - Send them something useful. - Support their business/project. - Facilitate introductions - Help them level up their network - Become the go to 'connector' Don't make it all about 'Me! Me! Me!' Building relationships by making it about THEM. THEM. THEM. Then ask for a favor, invite them to reconnect to discuss how you can partner and/or ask for a referral or introduction to some who could benefit from what you offer. Who are 5 people you value that you can add value to before 5pm today?

I've heard from many people in my network about a dip in appointments.   Whenever I've faced this challenge before, I've turned to my community and past clients for solutions. One of the most effective methods?   Referrals!   But why aren't more people tapping into this powerful resource?   Even those who didn't purchase can be valuable references.   It's not about doing something wrong; sometimes, it's just not the right time or fit. If you added value, were professional, and listened to their needs, you've earned the right!   Here's how I leverage referrals:   1️⃣ Timing is Key   Every positive client interaction is an opportunity. If you've added value, seize the moment!   2️⃣ Be Direct, Not Awkward   Cut to the chase: "A lot of my business comes from satisfied customers like you. Is there anyone in your network who could benefit from our services?"   3️⃣ Lead the Way   Don't settle for a vague promise. Guide them: -Utilize LinkedIn to identify mutual connections. -Familiarize yourself with their clientele. -Identify relevant networking groups. Then, be specific: "I noticed you're connected to [Name]. Could you introduce us?"   That's it, just three steps!   Now, it's all about Practice and Execution! 

Stop chasing clients. Start serving them. Be genuinely helpful: Go beyond your usual services. Build real relationships: Connect on a personal level. Identify natural connectors: Focus on those who already trust you. Referrals happen naturally when you: Deliver exceptional value. Stay top of mind. Cultivate genuine connections. It’s not about begging for referrals. It’s about creating value that makes clients eager to refer you.

When it comes to finding seller clients, word-of-mouth and referrals are still the name of the game. Here are 3 tips for increasing referrals from your existing client base: Provide exceptional service: Consistently exceed client expectations by communicating effectively, responding promptly, and addressing concerns. Positive experiences lead to more referrals. Maintain communication: Keep in touch with past clients by sharing market trends, insights, and resources. Use personalized emails, newsletters, or handwritten notes. Host events or seminars to strengthen relationships and encourage referrals. Make referrals easy: Empower clients to spread the word about your services by providing them with the tools and resources they need, such as referral cards or social media graphics. Also consider implementing a referral program where clients can earn recognition or exclusive benefits for referring others to your business.

One of the most effective methods to acquire new clients is through referrals. Want to learn how to double your referrals and attract high-quality clients? Check out this link to discover networking opportunities that can help you grow your business: https://lnkd.in/dsrWUVXR

The 4 simple questions that make you highly-referrable. 🔥 Ask new prospects: 👉 Beginning question - What is the greatest service we can provide for you? 👉 As prospects share concerns - (Ask throughout) Is that something you would like our help with? 🔥 Ask existing clients: 👉 Beginning question - What questions do you have on your agenda for me? 👉Ending question - What can we do to provide better service for you? Prospects and Clients will think to themselves... ✅ My advisor listens to me. ✅ My advisor cares about me. ✅ I feel important. Try it with your next prospect/client. (Press Follow and join our community of top advisors)

How to know if you’re missing out on easy wins... Right now you’re: • too busy to focus on referrals • think asking for referrals is awkward • not nurturing your relationships effectively What if I told you: • you can grow your network while you sleep • 91% of consumers would refer if only asked • you can automate the ask in a genuine way How? Make yourself referable. Visit the link in the comments to snag your refer-ability score in just 2 minutes.

Referrals feel like little miracles. Miracles feel unpredictable and unreplicable. However, if you’ve cultivated enough referral relationships, you can accurately predict the number of “miracles” your firm needs in a year to meet your revenue goals. Check out the “referral needs calculator” I made to visualize how many relationships you should aim to have to meet your revenue goals for 2024. The link is in the comments below. 👇🏼

Stuck staring at your ideal client through glass? Here's how to break through! Step 1:  Leverage your inner circle. Start by mapping your existing network.  Think of past colleagues, friends, and even acquaintances. Who within your sphere of influence might have connections to your ideal customer? Step 2:  Become the ultimate connector. Identify a potential connector and reach out with a genuine offer of value.  This isn't about a quick pitch.  Focus on understanding their needs and how your expertise might benefit them.  Offer a free consultation or connect them with a valuable resource you know they'd appreciate. Step 3:  Remember, building trust takes time.  Over the next 30 days, continue to provide value to your connector.  Offer insights, solve a small problem, or simply be a sounding board.  The goal is to establish yourself as a trusted resource. By the end of the month, I guarantee you'll be in a stronger position to secure that coveted referral to your ideal client. Let me know how this worked for you. P.S. Check out the link in my bio on my instagram if you want to get a copy of The Tipping Point and learn more how to build a powerful network of referrals.

How comfortable are you asking clients for referrals? Since most industries haven’t built a culture of asking current clients for referrals, it can often feel awkward to make this request. You may be unsure of when and how to ask. To help, here are some best practices to consider that will help you grow your business through all-important client referrals: 1️⃣ Start with clients that have strong relationships with your firm. These will be the easiest to reach. 2️⃣ Choose the right moment to ask. A good time is when you’ve just received praise for you and your team’s work. 3️⃣ Tailor your referral to their communication style. Ask in a way that feels natural and conversational. 4️⃣ Outline what to say and practice out loud. You’ll be prepared when the time is right. 5️⃣ Express gratitude and reciprocate. What can you do to help them? 6️⃣ Keep track of referrals received and opportunities to ask. Use a CRM to streamline the process. 7️⃣ Stay connected with clients. Communicate and provide value regularly. Think of it this way, don’t YOU like to dole out referrals of your best contacts? Your clients will likely feel the same when given the opportunity!