Maximize Referrals from Wealthy Clients

Female executive greeting coupleHow to foster opportunities.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

Join Prince and Glomkski for a four-hour “Masterclass: Build Your $5-Million High-Net-Worth Practice,” with one-on-one coaching. Attendance limited. View Details Here.

As part of the Discovery process, you are ascertaining who your wealthy clients can refer to you. In empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. They also say that this happens because they do an excellent job for their clients.

MORE: What the Wealthy Want | The Four-Step Process for Client-Focused Business Development | Building a High-Net-Worth Practice During COVID-19 | The Essential Process for Building a High-Net-Worth Practice | What the Wealthy Need | Setting Financial and Practice Goals During COVID-19 | 4 Components of a High-Net-Worth Practice | Life Insurance as Part of Wealth Management | Mistresses, Mister-esses and Accountants | The Coming Boom in Tax Services for the Super-RichGoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.