Mastering the Referral Process Lesson Series:

  • Generate all the quality referrals you want
  • Equip yourself and your team with 31 strategies to take total control of the referral process
  • Easy to implement, step-by-step learning and implementation plan

You can consistently generate whatever number and quality of referrals you want once you learn how to take control of referral process. With the Referral Mastery Lesson Series you will learn 31 strategies for taking control of the referral process so you get introduced to exactly the people you want in a personal and powerful way.

Each of these 31 profit strategies will “elevate your game” and you will witness a transformation in your business as you consistently add high quality clients. You will also gain a new level of confidence and income to get rid of any high-hassle or low-profit clients. With each strategy, you will progressively be able to “dial in” whatever number and quality of referrals you want.

Mastering the Referral Process Lesson Series is a rich library of powerful strategies that you learn and apply one-at-a-time. The lessons are sent to you every other week so you can easily integrate them into your busy schedule. This gives you the freedom to implement at whatever pace is comfortable for you. The continuous flow of new lessons also helps you maintain a referral mindset so you don’t forget to make referrals part of every meeting.

These lessons contain the proven, time-tested scripts so you know exactly what to say and when to say it so clients are comfortable and you get the referrals you want.

Here is a partial listing of the 31 Lessons

  • How to minimize client reluctance and make it easy for clients to give referrals
  • How to ask for referrals in ways that strengthen the client/advisor relationship
  • Eliminate forever the "I can't think of anyone right now" objection.
  • How to get dozens of referrals from any client you choose
  • Slam dunk referrals - even in a lousy market
  • Coaching your clients to give you the type of referrals you most desire.
  • How to get referred to 100% of any group you desire
  • How to get referrals from clients whose portfolios have suffered big falls
  • How to take advantage of the Do Not Call Lists to get power introductions
  • What's getting in the way? Uncovering and addressing the impediments to consistent referral flow.
  • How to establish the expectation with clients and prospects that referrals are important to the relationship.
  • How to integrate referrals naturally and easily into your client service system.
  • Keep the tap open: how to foster a continuing flow of referrals from your best clients.
  • How to deal with attorneys and accountants who don't refer back
  • How to get the exact type and quality of referrals you want every time
  • How to tailor your approach to the personality of each client
  • What you need to know in order to develop a client into an advocate.
  • How do you get referrals when the portfolio has fallen in value

Your investment is only $199 for all 31 lessons. Each one of these lessons can by itself generate tens of thousands of dollars of income.

Bonus # 1: With your order, you will receive FREE the hugely popular CD, "How to Generate 5-10 More Referrals Every Week".

Bonus # 2: As a subscriber to the “Become a Referral Master Lesson Series” you also receive two free consultations with a Referral Mastery Coach to discuss specific situations or plan a client meeting. Just email us to schedule a time.

Sales Mangers: You can use these lessons for sales meetings, study groups, internal newsletters, and targeted development for key producers. Special site licenses for this high profit package of 31 Mini-Lesson Series are available for branches at just $499.

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Mastering the Referral Process Lesson Series
31 Mini-Lesson Series with Bonus CD and Two consultations. Sale Price: $199

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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