5 Tips for Better Introductions

Here are five critical things I believe you should do to turn a referral into a quality introduction.

1. Learn as much as you can about your new prospect. Ask the power questions, “What’s going on in their life that’s important to them?” “What do you like or admire about them?” Craft your approach to your new prospect with these answers in mind.

2. Give your clients a chance to project their relationships while putting in a good word for you at the same time. Say something like, “My guess is that George would prefer to hear from you before he hears from me. Let’s talk about how you introduce me to George so he feels comfortable and we pique his interest in hearing from me.”

3. Create in-person introductions whenever possible (if it fits your business model). A typical in-person introduction is where you take your client and their friend to lunch. Don’t talk business, unless it comes up from their side. Avoid giving any advice until you learn more about their situation.

4. Discuss what the client is likely to say to their friend and how their friend is likely to react (receive the referral). Say something like, “What do you think you need to say to George to get him to take my call? And how do you think he’ll respond to this introduction?” This helps your client make the best possible introduction.

5. Don’t leave the conversation without knowing who will do what by when. Set a timeframe for the introduction. Say something like, “When do you think you’ll have a chance to leave a voice for George so I know when to follow up?” If the client wants to have a real conversation with George – not just leave a voice mail or send an email – then say, “When do you think you’ll be able to speak to George about his so I know when to follow up?”

Will some introductions fall through the cracks or not be the quality you’d prefer? Sure. Taking these steps will help your chances, however.


Bill Cates, CSP, CPAE, is widely recognized as the financial services foremost expert in how to build a thriving referral-based business. His books, Get More Referrals Now! and Don’t Keep Me a Secret! have revolutionized the way financial professionals are acquiring more and better clients through referrals. And his latest book, Beyond Referrals, is a groundbreaking next step in client acquisition strategies. Bill is the president of Referral Coach International and the creator of The Referral Advantage Program™ and The Referral Champions System™. Bills’ client-acquisition system has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power, the Huffington Post and The Wall Street Journal. Bill has spoken at the prestigious Million Dollar Round Table 6 times, including the main platform in the US, Korea, Malaysia, Australia, and India. Thousands of financial professionals are using Bill’s Referral Advantage Marketing System™ to build their businesses with quality referrals and personal introductions.