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Financial Planner Marketing Playbook


Dec 19, 2018

We all know why referrals from satisfied clients are so powerful.

A good referral can result in an engaged client faster and more easily than any other type of lead.

But the act of asking for them can be awkward. And awkwardness aside, even asking for referrals is often ineffective.

My podcast guest today is Stacey Brown Randall and she’s developed a method of getting referrals without asking.

Her book is Generating Business Referrals Without Asking.

Stacey presents a structured approach to getting referrals which reduces the hustle, and increases productivity and profit.

When it comes to this subject, Stacey knows what she’s talking about.

When she started her second business, with one business failure already under her belt, she knew she had to do things differently or she would end up working for someone else for the rest of her life – and that wasn’t an option she was prepared to accept.

So the launch of her new business involved cracking the code on generating referrals without asking, resulting in an impressive 112 referrals in her first year as a business coach, followed by triple digit referrals in each subsequent year.

Now she’s helped hundreds of coaching clients build their own referral generating plans and has been featured on numerous radio and podcast shows.

Listen to this conversation to learn why referrals from satisfied clients are such an important component for business success, what makes it so awkward to ask for referrals, and the five step process Stacey has developed to get business referrals without asking.

Without further ado, here’s my conversation with Stacey Brown Randall, author of Generating Business Referrals Without Asking, in season one, episode three of the Financial Planner Marketing Playbook from Bamford Media.