The Efficient Advisor Podcast:
Tactical Business Advice for Financial Advisors
Episode #310: Â Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural.Â
Here’s what you’ll learn in this episode:
- A powerful mindset shift that removes pressure when asking for introductions
- How involving new clients in the thank-you process deepens connections
- Why small, thoughtful touches (like handwritten cards and gift cards) amplify trust
- The psychology behind why this approach works better than traditional referral asks
- How to avoid over-engineering the process and keep it authentic and simple
By the end of this conversation, you’ll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.
Grab the cards Adam uses HERE!Â
Want to see this on YouTube? You can do that HERE!Â
Reimagine Your Referral ProcessÂ
I loved Adam's unique twist on how to say thank you to your clients. Grab a copy of his insert/script that he gives his new clients here!
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