Word of Mouth Influence Hierarchy (Part one)
Play • 26 min

Have your referrals plateaued? That could be because it can be awkward to ask for referrals, and clients don’t like being asked to give them. Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with financial professionals: the number of referrals received in the past year.

In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the first two levels of the Word of Mouth Influence Hierarchy: Exceeding professional expectations and emotionally connecting with clients.

Workbook (you’ll need to register or login to view): https://www.hartfordfunds.com/content/dam/thf/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI139.pdf

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds

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