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RechargeYour Business After the Crash

Referral Mastery will help you grow your business during this financial crisis. Our services will teach you:

  • How to take advantage of this historic prospecting opportunity
  • Critical steps you need to take to keep clients from leaving
  • How to get out of “react mode” and get back on offense

It’s understandable if this roller coaster market has you in “react mode” and playing defense so you don’t lose the clients that you worked so hard to get. However, you are setting yourself up for bigger and permanent losses if you don’t get back on offense. Never before in your lifetime have more high net worth clients been more upset with their current advisor and actively looking for a new advisor.

Recharge your business

"Will these HNW investors look to you to guide them or some other advisor?"

Yes, this past year has been a scary and devastating ride. Some days it has felt like you were a punching bag as you dealt with the continuous flood of angry or panicked clients. It’s hard to tell clients what to do when the long term models don’t seem to work in this “100 year storm.” It’s not easy to stay upbeat and provide clear leadership when your own net worth has taken a beating and your income from fees has been slashed by more than a third.

The bad news is that things can get worse. The market can fall further and your firm might experience even more turmoil. And if you are not making the right moves now, your business will suffer bigger and bigger hits. The good news is that if you are making the right moves, you can capture all the quality clients you can handle.

To find out how advisors are growing their business during this financial crisis, call 800-865-2867 or complete the objectives form.

The latest research shows that over 70% of HNW investors at wire houses are looking for a new advisor. In order to take advantage of this historic prospecting opportunity, you need to do the right things for your clients, implement a referral approach that clients welcome during this crisis, and execute the prospecting strategies that fit this unique moment in time.

The good news is that if you do the right things for your clients, they will both stay with you and actively introduce you to exactly the type of prospects you want.

  • Do you have a referral approach that clients welcome, even when their portfolio has fallen 40%?
  • Are you positioning clients for what might happen in the future?
  • Are your prospecting strategies generating the number of prospecting meetings you need to hit your goals and recoup lost fee income?

Our process begins with a thorough audit of your client service system to make sure you are covering all the bases so keep your clients, secure more assets, and generate more income during this downturn. Next, we help you design a referral approach and implement a powerful referral process that works very effectively during this financial crisis.

We then teach you the specific strategies that resonate with investors today and that our clients are using to pack seminar rooms and generate a flow of new quality clients. You will see the specific invitations and program outlines.

With the Referral Mastery process you will learn how to:

  • Leverage volatile markets to generate quality introductions
  • Identify prospecting strategies that are working in these difficult times
  • Capitalize on the extraordinary opportunities in 2009
  • Strengthen bonds with clients in hard times and increase your income
  • Give clients a sense of control and protection during a crisis
  • Deal with upset clients
  • Move clients from "punching bag" to "opportunity grabber"
  • Keep yourself strong in tough times
  • Develop rapid response capability in volatile markets
  • Ask for referrals when the portfolio has taken big hits
  • Make clients look like heroes when they refer you
  • Minimize client reluctance and make it easy for clients to give referrals
  • Leverage Centers of Influence in hard times
  • Eliminate forever the “I can’t think of anyone right now” objection
  • Get referred to 100% of any group you desire
  • Coach your clients to give you the type of referrals you most desire

Exclusive Protection: There is a special advantage for being the first in your local area to use this service. If you are the first in your local market, we will not work with other advisors who want to focus on the target market you select.

To find out how these advisors are growing their business during this financial crisis, call 800-865-2867 or complete the objectives form.

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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