Why Would My Clients Use Introduction Machine?

Why Would My Clients Use Introduction Machine?

Ok, so if you are like many Advisors you are probably asking yourself “Why would my client use Introduction Machine? Why would they take valuable space on their phone, doesn’t this benefit me more than them?” Let’s explore this for a moment.

If you have been in financial services for any length of time, you know that by far the most efficient way to build a client base is on a referral basis. Would you rather cold call 500 people in a week burning a day and a half, or get a dozen introductions and spend 30 minutes a week on the phone and have the other dozen hours to earn designations or do CE, or any of the other things that will improve your business? Like providing service to your existing clients and staying up to date with the new regulations, so you can help your clients better. Wouldn’t that be valuable to them?

I would personally take the time to explain this to my clients, so that they understood that becoming a client of mine meant they got my best and that of my staff, but in return I expected them to help build my business. So that instead of spending all of my time marketing or calling every business in the area code, I could focus on serving THEM better. By looking them in the eye and explaining this to my clients, they knew that we were aligned in our goals and they looked forward to introducing me to others because they knew I would be professional and do the right things and it would be a good experience even if the referral didn’t pan out as a client.

Don’t just send your clients the link to your Introduction Machine. Talk to them, coach them so they understand how valuable it is to you for them to have it installed. The act of discussing Introduction Machine will re-inforce the value and maybe even lead to your client thinking more about who they can introduce you to, thus creating the results you want from them.