The best approach to growing your business is through referrals. With a passive referral approach, you wait for business to come to you. An active referral program takes the initiative of asking for referrals and gives you control over the process.

Taking referrals active requires developing tools to generate referrals that may range from how you ask for referrals from clients to client mailings, direct outreach to referral sources, bring-a-guest events, and more. Working with you, the Active Manager's Resource Center helps you target potential referral sources, reach out to those individuals and continually touch base with them to keep your qualifications and services at the forefront.

Interested in reaching out to accountants and attorneys to generate referrals? We have two new marketing pieces available for your use:

10 Ways We Can Help You, the Accountant, and
10 Ways We Can Help You, the Attorney

Written specifically for use by investment advisors who use active investment strategies, the one-page inserts are designed to allow you to add your logo and contact information. To view the complete pieces, click on the links above:

Referral tools such as these should be sent with a brief cover letter from your firm as well as a business card. The letter could include an offer to send the accountant/attorney your quarterly newsletter or email alert, as well as a request to meet with them at their convenience to talk more about how working together, you can benefit the client.

To increase the effectiveness of your outreach, you need to continue to send new information to the referral source at least every two months. Remember, marketing research has found that more sales are made on the fifth contact than the first four.

The four-color inserts, printed on a quality gloss paper ready to have your logo and contact information added, can be purchased for 50¢ each with a minimum purchase $100. We can also assist you with developing cover letters and follow-up mailings to targeted accountants and lawyers. For more information on using the marketing pieces, give us a call today – 303-989-5656.