How can I request referrals?

Our Unlimited and Verified memberships allow advisers to invite clients to refer friends or family to them.

Many advisers tell us referrals are the best source of new business. 

We also know from our data that 79% of clients are more likely to refer their adviser, having read their VouchedFor reviews. This is because they can see that the adviser has not only helped them, but helped many others in different situations. It gives them the added confidence to refer their adviser to their friends or family.  

This was why we built the referral generator feature, allowing advisers to leverage their reviews to ask for referrals. 

You can do this by logging into your account and clicking " Referral Generator" on the left-hand side.

You will see a preview of the email that will be sent from VouchedFor to the client to ask for referrals.

Select who you would like to send this to and what you would like to thank them for.

Then select if you would like to offer a reward (please note the cost of this reward will be added to your monthly invoice).

Confirm that you would be happy to cover the cost of the referral reward and send your invites! 

If a client refers someone to you through our tool, you will not be charged for the referral that's been generated!

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