🚀 Referral vs. Recommendation: What’s the Difference?

For years, financial professionals have relied on referrals to grow their business… but are referrals really the best way to get quality clients?

Here’s the issue:

🔹 Referrals often come with pressure—clients feel obligated, making the introduction transactional.

🔹 Most referrals are shallow—prospects hear "You should talk to them," but they don’t truly understand your value.

🔹 By the time you speak with the prospect, they don’t see why you’re different from every other advisor.

💡 So what’s a better alternative? A recommendation.

Unlike referrals, recommendations are intentional, proactive, and structured to position you as the go-to expert—without putting your client in an awkward spot.

But here’s the thing… not all recommendations are created equal.

There’s a specific way to do it so the prospect actually sees your value from the start.

❓ How do you currently approach referrals?

Have you noticed when a referral falls flat? Let’s discuss! ⬇️

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