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  • Writer's pictureChong Soon Onn

Asking for Referrals

Updated: Nov 6, 2022

One easy way of getting more sales – and is often overlooked by most consultants – is to ask for referrals. What happened is most financial consultants will ask only a small number of times and when they don’t get any referrals, they conclude that it doesn’t work. However, as with prospecting, getting referrals is a numbers game. The more you ask, the more you get.

By sending out a referral request to thousands of your friends and customers, the chances of getting a number of qualified referrals is a lot higher. On top of that, you won’t need to ask them face to face and there is hardly any effort.


Subject: Providing [FINANCIAL PLANS] to your friends and colleagues

Dear [NAME],

Hope all has been well since we last spoke.

As you are aware, I am in the financial planning industry and offer a wide range of financial services to my friends and contacts to help them maximize their savings and achieve their financial objectives.

I wanted to reach out to see if there’s anyone that you know who would be interested in [product/service]. An ideal [customer/client] would be [niche market and description of ideal customer].

One of the things that differentiates me with other financial consultant is [description of differentiating factor]. This is part of what [description of value proposition] to my [customers/client].

If anyone comes to mind, you can have them contact me using the information below or email me with them cc’d on the message.

(Optional incentive statement): We are also offering [incentive] for every referred [customer/client] brought in.


[Your name]




P/S: If you would like to set up an email system that can send out thousands of personalised emails to your customers and friends with a few clicks, do check out my email service by clicking here.

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