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The Art of Referring: Introducing Qualified Professional Advisors

 
  John W. Braine, Partner, CFO Edge, LLC  
   
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  Article Summary  
Los Angeles and Southern California professional advisors realize both the importance of referrals and that making referrals isn't something that should be taken lightly.

Referring fellow advisors - like attorneys, accountants, insurance professionals and financial consultants, for example - essentially means the advisor is being given your stamp of approval.

When a client has an unsatisfactory experience with a professional you've referred, this can reflect poorly on your judgment and overall reputation. Taking steps to properly vet professionals before making a referral is critical.

This article poses five questions to ask in the process of vetting advisors when considering a referral. Areas addressed include types and depth of experience, integrity, and the fit or match of personalities.

Getting a referral makes it easier to connect and speak with a prospect, and successful referring is grounded in thorough vetting prior to giving your stamp of approval to that advisor.

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