A Passive Way to More Referrals with Golf

Thursday, April 12th, 2012

A Pas­sive Way to More Refer­rals with Golf

As a for­mer advi­sor, I can’t remem­ber a time when I did not feel awk­ward about solic­it­ing clients to make refer­rals. I found its eas­ier if you do some­thing, some­thing valu­able and sur­pris­ing, that causes them to say “Wow!” so they talk about you when­ever the invest­ment topic comes up with their associates/friends.

You have to do out-of-the-ordinary things for your clients at var­i­ous times of the year to let them know how impor­tant they are to you. We do it for our loved ones all the time, so why not for clients?

Idea: In the sum­mer, activ­ity in our indus­try tends to slow down. So what can you do to keep your refer­ral fun­nel going?

What if you could offer clients a four­some (theirs, not yours) when­ever you like, so they can play golf, with­out feel­ing like you have to be there? No golf club mem­ber­ship required, and no addi­tional greens fees.

The other day, I was talk­ing to Golf Hunter’s (Golf Hunter, Inc.) Founder and CEO, Sean Manias, whose com­pany (now in its 5th sea­son) pro­vides an intel­li­gently crafted cor­po­rate golf mem­ber­ship boast­ing a fully trans­fer­able four­some of golf to over 25 courses in Ontario.

It’s a pretty sim­ple offer­ing — you get about $60,000 (one tee time every day for the entire sea­son!) of golf for a frac­tion of the price. You pick a home course where 75% of games will be played and you’re pro­vided cer­tifi­cates for the remain­ing 25% non-home courses.

Also, the mem­ber­ship can be split any way you like, e.g. you can split a mem­ber­ship between 4 advi­sors (about $3,000 each); that would pro­vide each advi­sor with roughly 7 foursomes/tee times each month.

In the midst of our con­ver­sa­tion, I real­ized that this could be a smart way to reward your clients, get their valu­able pub­lic­ity and gen­er­ate good­will for you. Real good­will. By the way, you can also use it to reward your team, and even your branch manager.

Take it or leave it. It could be a pretty nifty way to give a lot for a little.

For more infor­ma­tion, and mem­ber­ship details, you may reach Sean directly at 705−331−4540, or
visit their web­site at www​.golfhunter​inc​.com.

    Lat­est Advi­so­r­An­a­lyst Prac­tice Growth Sto­ries

Tags: Ceo, Certificates, Corporate Golf Membership, Entire Season, Foursome, Foursomes, Fraction, Funnel, Golf Club Membership, Goodwill, Greens Fees, Investment Topic, Manias, Midst, Ordinary Things, Publicity, Referral, Referrals, Tee Time, Tee Times
Posted in My Practice | Comments Off