How to ask for referrals

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    How to ask for referrals
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Here’s what people are saying.

  1. Alex Grat says:

    This was really good. I especially appreciate that you provided a PDF of the various methods so I can review.

  2. Mark Lefko says:

    Excellent Video… very clean and concise with excellent practical suggestions… shows how to approach the request for referrals with integrity… the music also added a nice touch…

  3. Mark Goulston says:

    This is terrific and has the best kind of suggestions, namely things that are hidden in plain site and are doable by anyone, including people who are interpersonally on the shy side.

  4. Francesco says:

    Terrific video. Great reminder that business is about human relationship, authentic connection and service. Will definitely use these approaches for my practice asap. Thank you.

  5. Brian Napack says:

    Terrific video. Very useful and credible. Since these concrete tips are so good, I would like to see more. Do you have more that you could share, maybe in the PDF?

    • David Ackert says:

      The PDF is a transcript of the video, but you’ll find more business development tips in the next 3 videos and thereafter. Video #2 launches on January 11th.

  6. Dr. Bill Saleebey says:

    This video is an exceptionally concise and useful tool for getting referrals. David’s insights, coupled with a warm and welcoming demeanor, make it indispensable for business development. I would strongly recommend it to my clients as a component in any networking program.

    • David Ackert says:

      And this coming from the author of “Connecting: Beyond the Name Tag”! I truly appreciate your endorsement, Bill.

  7. Bob Cohen says:

    David, fantastic video. You come across genuine and honest. I am sending this to all of my partners.

  8. Roger Goff says:

    Excellent job, David. Clear, concise and extremely useful — both for experienced rainmakers and those in the process of expanding their skill sets. Thanks for sharing it with us.

    • David Ackert says:

      Thank you Roger. You are always generous with your feedback on my work and I truly appreciate it.

  9. Robert Strauss says:

    David, this is really tremendous. So clear, simple and straight-forward.

    I might suggest that you turn down the volume on the background music.

    I’ll start sharing with others immediately.

    Happy New Year and all the best.

    • David Ackert says:

      Thanks for watching the video, Rob. I appreciate your feedback about the music. It can be distracting depending on your sound card and speakers. I’ll keep playing with it.

      If any other viewers are having this issue, please leave a comment to that effect.

  10. Michelle Cartwright says:

    Thank you for sharing your insight, David. Although I am fortunate to receive referrals from time to time, it can still be uncomfortable to actively ask for them. Your appreciation method is a great fit for me. I am eager to try it out!

    I recently had a conversation about this topic with a colleague – I am going to pass your name on to him right now.

  11. Mitch Silberman says:

    Well done David! Sometimes it’s not knowing what to do but doing what you know. Very helpful indeed.

    Thank you,

  12. Kim Houska says:

    Excellent David. Fresh, wholesome, gentle, direct and probably extremely effective. I can’t wait to try the different approaches on my clients. I’ll let you know how well they work for me.

    • David Ackert says:

      Do let me know how they work for you, Kim. It will be interesting to see if one was more effective for you than another. Thanks for watching and commenting.

  13. Gordon says:

    David,

    Good ideas and suggestions. I’m looking forward to implementing.

    Your visuals are perfect. Not too detailed… they Illustrate what you’re saying, and enhance it.

  14. Danny says:

    Good video, cliffnotes version:

    + Don’t focus on people that don’t help people

    + Focus on Referrers and Potential Referrers

    + Create a unique approach per client.

    – “I am happy to spend a few minutes on the phone to talk to (business owners) that come from you.”

    – “I know I could be a great help to others. Have you ever dealt with referrals?”

    – “Would you be open to talking to referrals with me?”

    – “My practice is in growth mode. I want to keep current clients happy as I pursue new clients.”

  15. physician says:

    Excellent presentation. Short. Simple. Concise.
    Will definitely try.

    • David Ackert says:

      Thanks for watching the video. I welcome your comments once you’ve tried the techniques. I’d like to know which one worked best for you.

  16. David Sangesland says:

    This was a very well presented clip. It shows a very professional approach to the subject.

  17. amelie escher says:

    Very good, David.

    The structure and the graphics make it easy to understand, for a creative mind, as well as a linear one.

    Keep knocking it out of the park, David.

  18. Suzan Ali, EA says:

    I love it! I was sharing it with some of my clients who are in marketing as well as other professionals while listening to the videos.

  19. Jim Greene says:

    Very well done and based on the important premise of not assuming even your best friend knows what you do.

    • David Ackert says:

      Good point Jim. Your best friend may know what you do, but you might not want to rely on them to sell your services for you.
      Thanks for watching and commenting.

  20. Terry Pierce says:

    Thanks for the informative, concise and very helpful video. I’m keeping my eyes peeled for the next one.

    • David Ackert says:

      Thanks for the positive feedback, Terry. I’m glad you enjoyed the video. Next one comes out in a couple of days.

  21. Michael Bordy says:

    This is a good video. I appreciate the approach outlined and the clarity with which it is presented.

  22. Joel Kabaker says:

    David, excellent quality material and presentation as we have come to expect from you. This will be worthwhile for me to share with my partners, new financial representatives and fellow allies to step up our game in 2011.

    Thanks for challenging me…again

    • David Ackert says:

      I appreciate that, Joel. As well as your willingness to share it with your colleagues. That is the highest compliment.

  23. Jose Nolla says:

    Very nice, concise and down to earth advice. Great production. I will recommend it to my partners and associates.

  24. Sylvie de Buzon says:

    It’s clear and concise, however you emphasize too much at the begining on “keep me in mind”. Its something not to do and you explain to us why not to do it, there is no point. I don’t want to hear for minutes what not to do, I will suggest to cut it and go the right thing to do.

    • David Ackert says:

      Thanks for your feedback, Sylvie. I’ll see if others feel the same way and edit accordingly. I agree with you that it’s never a good idea to over-emphasize the negatives.

  25. Honeybee Henderson says:

    David,
    Thank you for the time you put into this project. Asking for referrals is an important part of growing any business, from law firms to yoga teachers. Your message is clear and the steps you laid out are easy to follow.

    I have several colleagues in mind that I will share this information with.

    Thank you for all that you are sharing!

    Much love,
    Honeybee

  26. David Michail says:

    David, very well done video. Effective narrative and grounded in workable examples. Definitely superior to other things I have seen on the Net.

  27. Fran says:

    I think it was a good, useful and to the point!

  28. Tim Mulrenan says:

    Good video, thank you. These approaches helped illustrate ways to bring up referrals without coming across as too pushy.

    • David Ackert says:

      Thanks Tim. I think that’s the concern for most people – coming across as pushy – which is why they don’t broach the topic at all. I hope the alternative approaches in the video lead to new business for you.

  29. Ketan Mehta says:

    Very good and to the point.
    Anxious to see the next video.

  30. Lara Lamb says:

    Great video, David! I’m definitely one of those that feels uncomfortable asking for referrals and I haven’t even used the “keep me in mind” approach! But this video got me thinking and I appreciate being pushed out of my comfort zone.

    Good visuals and I love that you provide a PDF as well. I’m looking forward to the next one!

  31. Garrett MacDonald says:

    That was very helpful David, anxious to see more. great job and thank you!

  32. Alice Graham says:

    Sensible, practical advice from a very positive and encouraging viewpoint. I like it!

  33. Eric Johnston says:

    Great video! Solid approach with no “close the deal” pressure in the least. Just conversation that is comfortable and more natural to getting referrals.

    • David Ackert says:

      I’m glad you liked the video, Eric. I’m a firm believer that for most people, being themselves and asking respectfully is compelling enough without needing to apply a “close.”

  34. Victor Irving Jenkins says:

    This is very valuable information and your take on it is exceptional. It works for more than just tax professionals and I think I can even teach it to my leaders in Toastmasters to grow our club base. Thanks a lot.

    • David Ackert says:

      I’m glad you found the video so helpful Victor. Let me know how Toastmasters receives it.

  35. Lee Schwartz says:

    Thanks for making this available David. Very well done. Not only will I incorporate into my activities but will spread the word to colleagues and clients.

    • David Ackert says:

      Thanks for watching, commenting, and sharing the video with others, Lee. Very much appreciated.

  36. Richard Rowlands says:

    Excellent suggestions

  37. Alisa says:

    I enjoyed watching this video – on a topic that usually gives me a stomach ache. The technique is clear – practical and the approach is very human (and humane). I feel like I can actually do this now.
    Thanks!

    • David Ackert says:

      Thanks for watching and commenting Alisa. I’m glad to know you felt the video provided a new approach to a challenging topic.

  38. Sid Solomon DDs says:

    David, great presentation and to the point.We are all students of life.it’s always great to learn a few things.Can’t wait for the next segment. one minor suggestion,please get rid of the music if possible
    overall great job!!

    • David Ackert says:

      Thank you for your feedback, Sid. I’m rethinking the music and plan to make a few adjustments to it.
      In the meantime, look for an email from me with #3 in a couple of days.

  39. Jonathan Forster says:

    I really enjoyed the video. It has excellent suggestions that would be helpful to any practice. I will recommend it to my partners and contacts.

    • David Ackert says:

      Thank you Jonathan. I’m glad you liked it. I appreciate your willingness to forward it to others.

  40. Clarissa Lerchenfeld-Keller says:

    That was really helpful – Thank you!

  41. Jim Burke says:

    David,

    Pluses: The substance was good, and the visuals were too. Your demeanor on camera is exceptional, much better than any visual aid; so I think the video would be improved having you on screen most of the time, along with the visuals.

    Negatives: The voice over quality was very poor. The music added nothing and was distracting, at least for me.

    • David Ackert says:

      Thanks for the constructive feedback, Jim. Great observations. I’ve just recently figured out how to improve sound quality and music levels on all my future videos, so that shouldn’t be an issue going forward.

  42. Scott Sachs says:

    David….

    I truly enjoyed your first video. It is clear and on point. I think most rainmakers would agree that asking for referrals is critical for success. And your message will help people get over the hurdle that currently prevents them from asking.

    I look forward to seeing the other three!

    • David Ackert says:

      Thanks Scott. That means a lot coming from you. I think you’ll find the rest of the series just as useful. I look forward to reading any further comments you care to leave.

  43. Michelle Fayth Marciano says:

    Dear David,

    Thank You very much for sharing your knowledge! I am beginning my own business. This couldn’t have came at a more perfect time!

    I’m certain the information will be effective!

  44. SJ Radin says:

    I loved the pace and crispness of your delivery – and the clarity of what you said. And, I love that there is a PDF so that I got exactly what you said.

    Thank you!

    • David Ackert says:

      Thank you for the comment SJ. It’s helpful to read such responses so I know how the videos are resonating with people. Also good to know that the PDF is being downloaded. Use it often!

  45. Susie says:

    Excellent! Easy, step by step recommendations on how to ask for a referral.

    • David Ackert says:

      That was the goal, Susie. I think it’s important to demystify the process of asking for referrals. I’m glad the video was useful to you.

  46. Carol says:

    Spot on!

  47. Diana Prieto says:

    David!! What a great idea for expanding your business and letting the world know more about your excellent service!!Thank you!

  48. Peter Ciriello says:

    Very insightful, your approach is very disarming, I like it alot. Peter

  49. Karen Moore says:

    Gratitude, Love and Light.

  50. Brian Garrido says:

    Yes, I liked the straight forward approach. I am doing this now in my business. I am excited about looking at the next series of videos.

  51. Rich Dorman says:

    David,

    Excellent video! You’ve taken a subject most salespeople are scared of and made it easy to understand and incorporate. Great job!

  52. Iyin Landre says:

    You hit the nail on the head with “Keep me in mind.” I rarely remember people that say that unless they’re good friends. Good suggestions with the alternatives, you really break it down simply and practically.

    • David Ackert says:

      Yes, “keep me in mind” is about as forgettable as it gets. Thanks for the kind words, Iyin.

  53. Daniel Miller says:

    David,
    This was a terrific video on asking for referrals. Professionals like ourselves and other in Provisors can always use expert adivce on how to generate new business. Well done. I look forward to watching your next video lessons. Thanks again for great advice and have a great day!

    • David Ackert says:

      Thank you, Daniel. I think you’ll find the other videos to be equally helpful. They were all created with the service professional model in mind.

  54. Andrea Lawrence says:

    Excellent video…there were several well made points that were insightful and concise. Will definitely incorporate these techniques in an effort to increase my clientele base. Thank you!

    • David Ackert says:

      Thanks for commenting, Andrea. Circle back once you’ve had a chance to try one or two of the techniques. Let us know how they worked for you.

  55. Lucille Shalometh says:

    There are some very good suggestions on this Video thanks for sharing this!

  56. Rob Pennington Ph.D. says:

    Great, quick professional value. Really appreciate all the obvious work you put into providing this and the other videos. New bar to reach.

  57. Norm Susser says:

    Very well done.

  58. Rebecca says:

    Yes, I thought it was very well thought out.

  59. Lon Perlmutter says:

    One of the best instructional videos I’ve seen online. Bravo!

    • David Ackert says:

      Thanks for the feedback, Lon. I believe you’ll find #2-4 useful as well. Let me know what you think.

  60. Selle says:

    This post should be printed out and installed on every business school in London.

  61. Cassidy Hueckman says:

    Excellent article and easy to fully understand explanation. How do I go about getting permission to post component of the page in my upcoming newsletter? Giving proper credit to you the author and link to the site would not be a problem.

    • David Ackert says:

      Hi Cassidy,
      Permission granted. Feel free to link this page to your newsletter and credit David Ackert as the author.
      Thanks for your interest.

  62. Tabitha Schneider says:

    great advice thus far.

  63. Paul Menes says:

    Awesome videos. Credible, clear advice given in a pleasant, conversational way. My use of “keep me in mind” is history. I learned more in the minutes it took me to watch these than in the many hours of marketing seminars and materials I was subjected to in my prior firm. Thanks David.

  64. Cherry says:

    Was totally stuck until I read this, now back up and running.

  65. Pearly Mattier says:

    Awesome post, Love it. Keep it up. I appreciate it.

  66. Jennifer Beever says:

    Hi David,

    Excellent advice in this video, and I liked the pace and the fact that a viewer can download PDFs to get written instructions as well to refer to.

  67. Vida says:

    Excellent video. Never thought about utilizing Linked-in in that fashion. This can be a great tool to remind your connections about what you do and get more referrals….