Avoid Pressuring Clients to Help Grow Your Practice

Published on April 8, 2026

Whatever you end up doing, make sure you are authentic and honest in your approach. Clients see right through a request or ask that you are uncomfortable making. You have to know what you want, find words that are right for you, and proceed accordingly.

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Many advisors assume they have a referral problem. They look at their growth, consider how infrequently new clients arrive through introductions, and conclude that clients simply are not inclined to refer as often as they might.

From Advisor to Authority: The Strategic Value of Authoring a Book

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