How to Develop Clients into Advocates

How to Develop Clients into Advocates

Let your clients break down doors and become powerful business generators for you!

Start leveraging the enormous influence your clients have to get you introduced to exactly the people you want, at exactly the right time, and in exactly the way you want. On this CD, you will learn the critical criteria you want in a powerful advocate, what steps to take to develop them into advocates, and tips on how to coach them so they both get you in front of key decision makers and “set the table” so you are well received. You'll hear many examples of how others have done it and you'll be stimulated by the ideas on forging strong partnerships with your clients.

You will receive a CD along with a Referral Mastery Advocate Profile that will help you learn more of what is truly important to your clients and how to capitalize on that information to intensify your bond. In the Referral Mastery Advocate Profile, you will also craft specific action plans so you make all of the above happen much more quickly than you thought possible.

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How to Develop Clients into Advocates
CD Toolkit and Advocate Profile. Sale Price: $27

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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