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21 Jun 2025

Building a Referral Engine for Advisors

Referrals are not luck. Ask at the right moment, make the intro easy, and thank people in a way they remember.

Ask after a result, not after an invoice. Give a one-line description the referrer can forward. Close the loop within a week.

Syndicate’s advisory teams use this same sequence with clients: write the current state, pick one constraint, and review it on a fixed cadence. The article is a starting brief, not a substitute for numbers from your own books.

Ask after a result, not after an invoice. Give the referrer one sentence they can forward. Close the loop within a week so they know it landed.

Track who sent whom. Thank people in a way they remember. Referrals look like luck only when you do not write the process down.

A referral is a favour. Make it easy to do twice.
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