You can generate referrals from your existing clients. Are your clients aware of the different services or products you provide? If they aren’t, how will they know when they need your services or products that they haven’t used yet?

How will they tell someone else about your services and send you referrals? Good communication means increased revenues. No exceptions. It’s a very simple principle, yet it’s rarely put into action consistently and effectively.

Every time you communicate with your clients, you have an opportunity to strengthen your relationship with them, foster loyalty, and encourage them to think of you often. That translates into more business from your clients and more referrals too.

There are several effective ways to keep in touch with your clients, and a combination method is usually the most effective: Send out personalized greeting cards on special occasions.

4. Schedule a consistent client contact program with your favorite clients, and make at least one call per day just to check in with them to see how they’re doing and say hello. No matter which methods you choose, be sure to tell your clients how much you enjoy working with them. Mention that you would love more clients just like them. (Do this only to your best clients, of course.)
 
Let them know that you’d welcome any referrals they send your way.

Christy Pinheiro is the co-author of the Passkey Publications Enrolled Agent Exam Review Series, as well as the EA Tax Consulting Handbook, a book all about marketing just for enrolled agents.
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