How to Generate 5 - 10 More Quality Referrals Every Week

Overview

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.

Content

• How to minimize client reluctance and make it easy for clients to give referrals
• How to structure meetings so referrals are always discussed
• 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 each client instead of one or two
• How to get cross-referred to everyone within a target group
• Coaching your clients to give you the type of referrals you most desire
• 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.
• How to leverage referrals to develop strong positions in profitable target markets
• Referrals: the critical imperative for building a client base in today's marketplace.

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