Episode 16

Client Referral Secrets

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Client referrals: the average broker is missing far more than they are getting! Thankfully, you don’t need any fancy ninja sales scripts to generate more referrals. And if you know what you’re doing, closing referrals is easier than you think and can boost your profits significantly!

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about the science (and secrets) of getting client referrals. You’ll hear the most common mistakes that prevent brokers from getting more referrals – as well as discover the exact strategy that can ensure you get a stable flow of new referrals coming in.

The Key Questions

  • What can motivate your client to refer people to you? (6:01)
  • Why are most brokers missing out on referrals? (11:07)
  • How do you increase your chances that clients will fall in love with your work? (15:44)
  • Why do clients forget about you? (21:21)

What You’ll Discover

  • The psychology behind asking for referrals. (5:37)
  • The three things you need to do to start getting more client referrals. (9:43)
  • The truth about staying in contact with your clients. (14:59)
  • The frame that you want to set to build a fruitful relationship with your clients. (17:37)

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