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C.H. Brown Co., LLC A PLATTE VALLEY COMPANY 20 W. Frontage Rd. • Wheatland, WY 82201 307-322-2545 • chbef.com
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1 Thank You, Admin Team! (Plus Guidance for Stress) 2 ‘Chatter’: Your Guide to Thriving Under Pressure 2 Lawn Care Hacks You Need This Spring 3 One-Pan Chicken Tacos 3 Optimize Client Relationships With Financial Literacy 4 Create a Successful Referral Campaign
The Secret to Referrals 3 Steps to Greater Sales
2. Create Incentives: This can be tricky for brokers, since it’s not as simple as offering a discount on the next purchase. But consider fun incentives, like entries for a chance to win a new grill, or specialty seasonal gifts each quarter for those who continue to refer new clients to you. This not only makes a customer feel special, but it also inspires them to keep referring. 3. Actually Ask: Once you have built the foundation of a relationship and a referral campaign, it’s time to ask for a referral! How you do so is up to you. You could include the messaging in your marketing campaigns, add a line to your business card, or ask your client in-person. Either way, don’t be shy. It will feel less strange the more you do it. A Taste of Our Own Medicine While we’re at it, your referral is the greatest compliment you can give us. If you know a peer broker in need of CHB’s services, please don’t hesitate to have them call (307) 241-7005 or email kwest@chbef.com. You can also direct them to CHBEF.com . Thank you!
Asking for referrals is an essential component to success as a broker. People want to do business with those they trust and like, and nowhere is this more true than when it comes to the world of finance. Small businesses ask their industry peers which brokers were the most supportive, scored them the best deal, and found a great loan program that fit their needs. So, it not only pays to be all of those things that small business leaders want; it’s also necessary to be the broker other small businesses want and remember to tell others about! However, being a small business that serves your customers well will take care of the want part. It’s up to you to remind your clients about referrals. When you can do so, you can build a strong referral network that helps you close at a higher rate than cold leads. Here’s how to get started. 1. Build Relationships: As you provide good service to your clients, don’t shy away from building meaningful relationships with them. Stay in contact through print and digital mediums as a way of providing a constant but not annoying drip. Striking that balance is key.
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