This tip will help you impress existing clients and get more referrals.

It’s so simple, I can’t believe we haven’t shared it before in a blog. Let’s put that right and dive in.

Here it is: when a new client, who has been referred to you by an existing client, leaves a Google or VouchedFor review, share it with the client who made the introduction.

I told you it was simple!

But just because it’s simple doesn’t mean it isn’t effective, because:

• It costs nothing and is easy to do
• It’s another touchpoint with your existing client
• It shows your client that the people they introduced are happy with your service and encourages them to recommend others.

Unfortunately, despite it being so easy, I don’t know any advisers or planners doing this.

Template text to make it even easier

All you need to do is take a screenshot of the review, then send it in an email to the client who made the introduction with a quick thank-you note.

For example, you could say something like this:

“Dear <insert names>

Thank you again for introducing me to <insert the name>.

I thought you’d like to know that they have been delighted with the work we’ve done together and have recently left this review on Google/VouchedFor.

<insert screenshot of review>

We value your introductions to us, meaning people you care about will have a better financial future.

Thank you once again.

<insert usual sign off>”

Do these two things when a new client leaves a review

So from now on, when you receive a Google or VouchedFor review, do these two things.

1. Write a reply, remember you can save time by using The Yardstick Review Responder, our unique ChatGPT tool
2. Check to see if the review was from someone previously introduced to you by an existing client. If it was, take a screenshot of it and send it to the original client with a quick thank you note

Like all the best tips, it’s so simple.

But it’ll only work if you go and do it, so over to you!

Proven strategy and tactics to get more referrals

If you like this week’s tip, you’ll love our next workshop, where we’ll teach you how to build a practical, simple, and successful referral strategy.

It’s on Wednesday, 7 May at 10 am, so you don’t have long to sign up.

Click here to learn more and grab your place.