How a 1-minute comment has turned into $6m+ revenue in my client's pipeline in the last 2 weeks.
- Sep 27
- 1 min read
Peter used to think asking for referrals was tacky.
He met me at a dinner event in 2023 and saw me run a referral workshop the day after.
For the next year, he read my newsletter and LinkedIn posts.
His priority wasn’t business development anyway; it was establishing two new advisors in his business.
Since he hired me five months ago, whenever a name comes up in a meeting of someone the other person likes who sounds like a good prospect, he says:
“That sounds like somebody I should have a conversation with. What’s the best way to do that?”
Is it working? Three days ago, he had an opportunity to make $1.75m (new revenue to his business).
In two weeks’ time, he has another prospect opportunity to make $4-5m (of new revenue for HIS FIRM – I’m not talking about new assets to manage).
His helping mindset has also made him bolder with people he already knows. This led to him calling a one-off past client and learning that he’s selling his business for over $200m.
What did he say? “That sounds like something we should have a conversation about. When’s a good time to do that?”
This will generate over $200,000 of revenue every year.
I wrote a detailed breakdown of exactly how he went from not asking for referrals to the results above.
