Four Referral Hacks for the Fourth Quarter

Michelle R. Donovan Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Don’t dismiss a “hack” as just a clever way to do something more efficiently. Here are four hacks that I know will deliver referrals.

Cell phone favorites

The average person knows 600 people. And those connections are being carried in your pocket or purse every day. You naturally communicate with many of the same people over and over. Some of you may have identified those people as “favorites” in your phone. They are your most trusted people. These people care about you and vice versa. Your favorites often get past your do-not-disturb settings. Your relationships with favorites are stronger than average, and they are willing to help you in a moment’s notice.

If you’re looking to gain a few referrals quickly, turn to your favorites. Take a favorite someone out to lunch and ask for their help. My bet is they’ll be very willing to do whatever they can.

LinkedIn headlines

For those of you who are on LinkedIn, this one’s for you. Aside from your name, there’s one thing on LinkedIn that follows you everywhere, no matter if you post something, leave a comment, or invite a new connection. It’s your headline.