New Business Development How to ask for referrals
Referrals could be a good source of new clients, but you may be apprehensive about asking for them. Get a research-based approach in our business-building program, “Preferrals.”
New Business Development
Compelling conversations
Messages designed to move your client to action
We are a left-brain industry talking to right-brained clients. As a result, we are likely only occasionally clear and rarely compelling in our client communications and conversations. We are often more comfortable with data, charts, and graphs than with allegory, metaphor, and the power of story. Clients use their minds to inform and justify their decisions, but they likely most often use their hearts to actually make those decisions. Whenever you communicate with a client, we believe you must capture both their hearts and minds so they not only understand the unique structure and capability of your practice and the overarching logic and methodology of your investment strategy, but they also take the appropriate actions.
Resources and toolkits
Related insights
New Business Development Build strategic partnerships to help drive referrals
Estate attorneys and accountants likely have clients that you’d like too. Learn how to partner with them for pipelines to high-net-worth referrals in our Referral Code program.
New Business Development How to use alternatives to differentiate your practice
Adopting alternative investments may lead to deeper client relationships, increased retention, and more assets under management. Learn how in our “Differentiate your practice with alternatives” program.
July 14, 2025
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