Michael Brizz, CSP, CMC is President of the Center for Professional Achievement, Inc. He is the developer of the renowned Referral Mastery System and author of Attract High Quality Referrals with Distinctive Events. Mike coaches leading teams across the industry and has helped advisors become the #1 producer in the firms, set all time production records, and earn inclusion in the elite levels of the industry including Top of the Table and Barron's Top 100 Advisors in the industry. Mike is highly sought to speaks to leaders groups across the industry.

How to Generate 5 - 10 More Quality Referrals Every Week

Learn the strategies that advisors are using today to generate 5-10 quality referrals per week. In this highly interactive seminar, advisors will evaluate their own performance, identify barriers to securing referrals, and learn easy-to-implement strategies that can be used immediately with both clients and prospects. Participants receive a manual that includes scripts, checklists, meeting templates, and assessments. more… (click to outline)

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Maximize Your Most Productive Recruiting Sources

Stop squandering your money on advertising. Make sure you have FIRST maximized your most productive recruiting sources. Most managers grossly under-utilize their MOST SUCCESSFUL and LEAST EXPENSIVE sources for recruits. In this program, you will identify who can be your most consistent source of QUALITY candidates, develop tools to make the identification and introduction process easy, and develop strategies for intensifying the bonds with high potential recruiting sources.

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Get Dozens of Quality Introductions in 90 days

Advisors need to control to whom they will be introduced and provide comfortable ways for clients to introduce them. In this workshop, advisors will learn how to create distinctive prospecting events that will secure dozens of high-quality introduction within 90 days. They will hear success stories of how others have created huge successes and learn what key variables make the difference between a big hit and a big disappointment. This program is a must for those who are considering or already host seminars and client events.

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Carve Your Niche: How to build dominant positions in profitable target markets

Learn the strategies that "The Rainmakers" use to dominate industries. In this highly interactive planning process, sales professionals learn why target marketing is vital to their success, what to look for in a target market, where to find attractive markets, how to assess the attractiveness and profitability of specific markets, and how to determine which one is the best fit for his or her personality. They will learn from dozens of actual examples of how others have created strong positions on small budgets. Participants will evaluate their business in a pre-workshop assessment. During the workshop they will design a marketing plan that distinguishes them and develop a personal commitment schedule that ensures their plan becomes a reality. - more…..(click to outline)

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How to Develop Clients into Advocates Committed to Growing Your Business

Most sales professionals can double their business with 10-20 new relationships. And the key to establishing those relationships already exists in your client base. You can develop a core group of client advocates who will launch your business forward if you carefully select, serve, and train them. In this workshop, sales professionals will learn how to select the right clients, how to implement the "Super A" service strategy, and how to secure commitment from your clients to become active contributors to your marketing team. This is a critical factor in securing big accounts. Wake up this extraordinary marketing power lying dormant within your client base.

How to Forge Strong Client Loyalty and Achieve Rapid Growth

How to Recognize and Sell to Different Types of Buyers

7 Keys to Maximizing Your Time, Productivity, and Income

What some of our clients say and have accomplished since working with us

"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

"Success has come quickly. Within 24 hours of your workshop, I began to hear from advisors who applied your tools and are getting referrals. Your strategies make sense to advisors and are easy to implement."

-- Bob M, Wachovia Securities

"On average, each producer added 11 more referrals per week. All experience levels and all offices showed dramatic improvement."

-- Larry B

"Outstanding! Your workshop got RAVE reviews in every city and from all experience levels. You gave excellent, practical step-by-step tools my reps can use immediately. Your message and style appeal to advisors of all experience levels."

-- Jan R, AIG/Royal Alliance

"Your system is the most logical and client-centered approach to referrals I have seen in the 24 years I have been in this business."

-- John S, Sales Manager, Smith Barney

"I learned more from you in 60 minutes than I did in 6 hours of Cates' referral training."

-- Kevin B, Sales Manager, Merrill Lynch

"Our advisors were fired up by your tools and ideas. Your approach integrates the best ideas in generating referrals and building strong client relationships."

-- Michael K, UBS

"Thanks for doing a GREAT JOB at our MIP Conference for a special group of our top producers. The feedback has been terrific. You were a high point of the conference."

-- John S, Legg Mason

"In the first year of using the Referral Mastery System, we have brought in over $25 Million on new assets. We have so many referrals we no longer need to spend money on seminars."

-- Adam M and Chris L, R. W. Baird

"Your workshop got a very enthusiastic response. On a scale of 1-5, advisors rated the value of your information a 4.92. They loved the ideas and appreciated the enthusiasm."

-- Caren R, UBS

"Our top producers rated your referral workshop as the most valuable one of the entire conference. You provided a wake-up call, even to our most successful producers."

-- Ed A, Principal Financial

"You were a HOME RUN! I couldn't have designed a more powerful conclusion to our conference for our top agents. You delivered everything you promiced and more. You had a roomful of our most successful agents in your hand from the beginning through the end.

-- Charlie M, AFE, State Farm

"Your workshop forced people to stop, think, and re-evaluate their behaviors and their businesses. Your session was a key highlight of the entire conference."

-- Bill T, Director of Training

"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, Wachovia Securities