For Financial Advisors & Sales Professionals

The Referral Mastery
Tip of the Month

Signup today and receive Five Principals For Better Referrals.

No Spam

Define Your Objectives

Your Objectives

Begin by making a list of areas you want to strengthen. Use the list below to stimulate your thinking. Then estimate what the potential payoff can be from achieving these goals. Just fax or e-mail your objectives and a coach will contact you. There is no obligation and your information is kept confidential.

Click those objectives you feel will positively impact your business.
Establish and implement a proven referral system that generates consistent flows of quality referrals from clients, prospects, and centers of influence.
Streamline internal operations to free up the advisor’s time and develop better controls.
Strengthen bonds with your most profitable clients in order to retain, expand, and replicate the relationships.
Position yourself as “The GO TO Expert” in a profitable target market and build a dominant position.
Establish and implement consistent service standards that distinguish you and forge strong client loyalty.
Strengthen time management habits to generate more income and more personal time.
Leverage staff and time management systems to assure consistent prospecting and effective client service.
Strengthen listening effectiveness and selling style to enhance relationships with clients and prospects.

Over the next two years, what’s the potential payoff from achieving these goals? What is your initial guess? Roughly estimate the impact for you – financially, market position, emotionally, stress level, fulfillment etc.

Please click upon the submit button below to complete the objectives form. Alternatively, you may send the form to us via fax (440) 543-6647. A coach will follow-up to schedule your free consultation

Your information is kept strictly confidential.

Client Results . . .

"While last year was a tough year for most advisors, for me it was a record year and so much more. While others advisors were playing defense, I doubled my assets. With the strategies and processes you help me put in place, I was able to re-structure my business to protect my clients and rapidly bring on new HNW clients. With your help, I was able to hit all my targets and bonuses. And I was able to reward myself with my ultimate dream come true. A new Shelby Cobra replica with a 500 hp - 428 Cobra jet engine. I feel like a 6 year old on Christmas morning! Thanks for helping make this happen.

P.S. Next I want you to guide me on how to structure my business so I can take off twice as much time. But remember, I also plan to grow my production by another 50%."

Chuck G., Wells Fargo Advisors

"Your program is the best "How To" on referrals that I've seen in my 22 years in this business."

Jim K, Branch Manager, Smith Barney

"I shake my head in amazement when I look back on my progress. When I started, I was lucky to get 1 referral per month. This past month I generated 40."

Paul A, Wells Fargo Advisors