Personality Quiz

Every financial advisor approaches referrals differently. Are you comfortable asking clients to help you grow your business, or do you prefer to work closely with one or two centers of influence? Take the personality quiz to determine whether you are more comfortable with an active or passive approach to garnering referrals. No matter which category you land in, we recommend proven referral strategies that can help build your business.

1 of 7

I consider myself: Reserved
 

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Strongly Disagree
Strongly Agree
2 of 7

I consider myself: Laid-back
 

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Strongly Disagree
Strongly Agree
3 of 7

I consider myself: Analytical
 

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Strongly Disagree
Strongly Agree
4 of 7

I consider myself: Nonconfrontational
 

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Strongly Disagree
Strongly Agree
5 of 7

I consider myself: Risk-averse
 

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Strongly Disagree
Strongly Agree
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I consider myself: A meticulous planner
 

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Strongly Disagree
Strongly Agree
7 of 7

I consider myself: More comfortable with people I know
 

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Strongly Disagree
Strongly Agree

Congratulations!
You are the Thinker!

  • Add something like, “I appreciate the opportunity to work with people you refer to me” to your email signature.
  • Join a professional group and invite a fellow attendee to meet you for breakfast/lunch.
  • Analyze your book of business to discover your top referring clients.
  • Spend more quality time with each of your top referrers.

Congratulations!
You are the Intermediary

  • Send a letter to your local newspaper’s business editor explaining your background, credentials, financial interests and availability as an expert community source.
  • Join a nonprofit board that interests you.
  • Analyze your book of business to discover your top referring clients.
  • Invite each of your top referrers out to lunch and ask him or her to bring a friend.

Congratulations!
You are the Networker

  • Ask your clients for feedback on your business, and ask them how you could attract more clients.
  • Start a Client Advisory Board to discuss ways to better serve your clients and the greater community.
  • Write a blog or newsletter and distribute to clients and prospects, the local newspaper and community organizations.
  • Analyze your book of business to discover your top referring clients.
  • Hold small events for top clients, such as a backyard barbecue; ask each of them to invite a friend.

Congratulations!
You are the Socializer

  • Review your service offerings with current clients.
  • Reach out to network with other professionals and centers of influence.
  • Volunteer as an officer for one or more community organizations.
  • Offer to be a speaker, judge or MC for community events and meetings.
  • Analyze your book of business to discover your top referring clients.
  • Hold regular appreciation events for these clients; ask each of them to invite a friend.

The Thinker
The Intermediary
The Networker
The Socializer