Client Referral & New Issue Form: Fill & Download for Free

A client referral is also one of the best marketing practices that is often overlooked, because attorneys want to see immediate results from their marketing efforts; but most importantly, they can’t completely count on referrals to appear whenever they need them.With that said, client referrals are one of the best ways to grow your clientele, because the referral business tends to stay with you.Here is a breakdown of our 2018 complete guide to increasing client referrals:Client Referrals Depend on the Attorney's Customer ServiceMake Use of Social Media to Get the Word Out About Your ServiceMake Use of Networking Events (Build Your Network)Provide Incentives to Promote Your Client Referral ProgramShowoff Your Clients That Appreciate Your Service and Send You ReferralsHelp your contacts set the meetingGive referrals to othersSimply Ask for Client ReferralsCreate a Client Referral Program and Stick To It!For the detailed version of this guide and to understand how to implement each step, click on 9 Tips to Increase Client Referrals for Attorneys

I do it all the time. Website design was done in exchange for some custom dog beds. Our Kickstarter video is going to be mostly done for barter as well. We do it for a lot of services actually.Not sure about client referrals.

“Just go buy three money orders for $250 each,” my branch manager at Merrill Lynch told me.“What do you mean, buy the money orders?” I asked.“Do I need to spell it out for you?” he asked.“I think you do.” I told him, slightly embarrassed I did not get his point.I was roughly nine months out of USC. I had obtained my securities license and I was working as a stockbroker at Merrill Lynch in Encino, CA.I was a solid young broker. I built my business through cold walking into businesses and client referrals. I worked hard and generally liked what I did. I was also competitive, oh so competitive!Young brokers at Merrill Lynch were always in competition against each other. The corporate culture encouraged the sink or swim attitude. Branch and sales managers constantly posted our production numbers and we were frequently reminded where we ranked relative to our peers.I liked the competition and challenge.Thankfully my branch manager took a liking to me. He appreciated my work ethic or “pedigree” as he called it. It also helped that I played college baseball and some of my initial clients were well known professional baseball players. He always treated me differently. It was clear he wanted me to succeed.Young brokers received bonuses, in part, based on how many financial plans they had their clients pay for. The plan would assess the clients’ financial goals, risk they were willing to take, how much they needed to save to reach their goals and so on. Each plan was $250.I needed to sell 40 plans at $250 each to qualify for a $10,000 bonus.I was three short with two days to go. Just three plans short! No matter what I did and who I called, I could not sell three more financial plans.I expressed my disappointment to my manager in his office. I told him how hard I worked and that I was going to come up short. I told him that $10K bonus would have been nice.I think you see where this is going.My branch manager told me to buy three financial plans for clients who were resistant. The investment would be $750 ($250 times three financial plans). The result would be happy clients and I would qualify for a $10K bonus.I did not ask if this was the right thing to do. I did not ask if he was giving other brokers the same advice. I did one thing…I left his office then ran to the local UPS store at Balboa and Ventura Blvd in Encino to buy three money orders.I called three clients to tell them I was going to cover the cost of the plan for them.I then filled out the three plans. I went to my sales manager with the completed forms and a money order for $250 attached to each one.The following Friday I received my bonus for $10K.It was my most memorable experience at my first job.Justin Paperny