The Essential Elements of Getting Referrals

Amar Pandit , CFA , CFP

Amar Pandit

A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely. He is very passionate about spreading financial literacy and is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.

On a lighter note, the next 3 Nanos are a part of what I call the ‘Two Series’…

There are 2 essential elements of getting referrals…

Both have to fall in place for you to start getting referrals from your clients and others. The 2 elements are Value and Connection.

  • They have to see value in the work you do.
  • They have to like you and trust you.

If any one of these elements is missing, you won’t get a referral.

Both these things make you referable…

The important thing then is “Are You Referable?”