HSGrove.com - EXPERTISE - Perfecting the Referral Process


	Perfecting the Referral Process Wealthy clients turn to their inner circle of family, friends and trusted advisors when they need guidance and suggestions. As a result, your current wealthy clients and peer professionals with an affluent client base can be excellent sources of new business. Cultivating referrals is a little like cultivating clients and takes a hands-on, personalized approach to produce the best results, meaning each referral source needs its own process. Learn more about Hannah's: Speaking on Maximizing Clients Workshops on Maximizing Clients Coaching on Maximizing Clients

Understanding Professional Referrals...

Research has consistently demonstrated that centers of influence are the most reliable and profitable way to access wealthy individuals and families. Centers of influence come in many forms, such as tax accountants, trusts & estates attorneys, business managers and life coaches. Most high-net-worth individuals already have strong and trusted relationships with these types of professionals and turn to them for advice and counsel in areas outside of their expertise. By cultivating a partnership with an effective center of influence, an advisor can become a primary resource for the professional and his wealthy clients.

How to assess a potential partner

Why partnerships are better than alliances


	Learn More About Referrals... Be proactive about finding new referral sources with this framework: Working the System - Private Wealth, Dec 2007/Jan 2008 Ask & Learn - Private Wealth, Oct/Nov 2007 Read RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients Win your client’s endorsement with these simple steps... 7 Steps to an Affluent Client Referral Financial Advisor, October 2007