The Best Way to Ask for Referrals? Don’t Ask for Referrals.06/10/2020

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And there is! In fact, getting referrals can be a normal part of your daily interaction with clients and become a natural extension of the services you already provide them, further demonstrating your value proposition and concern for clients’ well-being. This white paper will give you:

  • Clear descriptions of a variety of targeted, conversation-specific approaches to unlocking your clients’ network of family and friends
  • Sample dialog to illustrate the technique in a variety of situations
  • Other ways to get introductions to prospects—and when asking actually makes the most sense

Complete the form below to download your copy now.

Wonder what it’s like to be backed by a firm that’s invested in more for you, your business, and your clients? We’re never offended by a direct ask! Contact the Cetera Business Development team today at 800.336.8842.


For use with financial professionals only. Advisors affiliated with Cetera are either registered representatives offering only brokerage services or are investment adviser representatives who can also offer advisory services.

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