Feb '25 • AI & Tech 🤖
Referrals prompt
Here's a ChatGPT prompt to help attract more referrals:
"I am a financial adviser/planner in the UK and looking to generate more high-quality referrals and introductions from existing clients. I am specifically looking for [type of clients]. Please analyse my current approach to referrals by asking me relevant questions, and then suggest three advanced strategies to encourage clients to introduce me to their network. Provide specific wording for client conversations, email templates or subtle prompts I can use during meetings to naturally increase referrals without being overly salesy."
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Referrals prompt
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