Asking for referrals can be one of the most effective ways for financial planners to grow their client base, but it often comes with the fear of appearing pushy or overly sales-focused. Here are strategies to help financial planners confidently ask for referrals without feeling like a salesperson.
Instead of seeing referrals as something you take, approach them as part of a reciprocal relationship. By giving value — whether through advice, introductions, or resources — you position yourself as someone who genuinely helps others. This makes asking for referrals feel natural and authentic, as you feel like you’re not just a referral predator.
Give referrals on purpose: Proactively connect your clients with other professionals they may need, such as estate planners or CPAs. When you’re known for facilitating valuable connections, clients will feel more inclined to reciprocate.
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