4. Set Up An Advisory Board
“In trying to always enhance our business, we have created a group of ideal clients that meet regularly to help provide advice for our business. This is a group of clients that have referred us in the past. For a lack of a better description, they are raving fans of what we do.
"They are also sophisticated and have great advice on how we can make ourselves more referable. Not only do they give insight into how to better promote our holistic approach, but they are out talking about us all the time.
"One piece of advice they gave us is that we need to be a little clearer with what we want from our clients and we need to let them know we have capacity to grow.
"We hear things like, ‘I feel privileged to be part of the board. Thank you so much for including me.’ We also let them know how important they are to our practice. This mutual level of respect has developed some of the best referral sources for us.”
Chuck Bean, president of Heritage Financial Services LLC