How to Convert Referability into Referrals:

The Secret to Generating More Client Introductions

Most financial advisors don't ask for referrals, even though 91% of clients would refer if asked. The reason? Advisors don't want to seem needy, pushy, or opportunistic. Instead, they rely on word-of-mouth and hope referrals happen organically.

The problem with that approach? Hope is not a strategy. Clients may love your service, but referring you takes effort. The process of introducing someone, writing an email, making the connection, and explaining your value, creates friction. If it's too much work, even your best clients won't do it.

In this clip, Peter Velardi and I unpack how technology and automation can bridge this gap, making it easy, natural, and frictionless for clients to refer you. Learn how to position referrals the right way and build a system that consistently generates high-quality introductions without feeling salesy.

Watch now to learn:

• Why most advisors don't ask for referrals"and how to fix it
• The psychology behind why people refer (it's not what you think)
• How automation removes the friction and makes referrals effortless
• Why email and text are now the most common ways people refer
•  A simple system to increase referral flow without asking directly

This clip is an excerpt from episode 74 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Peter Velardi, founding partner at JPTD Partners. Stream the entire episode on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb