Additional Modules
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Module 2 – Enhancing Your Referability
Total Training Time (videos and Exercises) 90 Minutes
- 3 Key Strategies to Become More Referable Sooner in Your Relationships
- Implement Your Client Service Model to Create Loyalty and Referrals
Course Materials
- High Definition Training DVD
- 1 Audio CD (sound track of training DVD)
- CD with Workbook
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Module 3 – Getting Referrals from CPAs and
Other Alliances
Total Training Time (videos and Exercises) 2 hours 20 minutes
- Meet CPAs in the Easiest and Most Effective Manner
- Articulate Your Value Proposition to Become Referable and Distinguish Yourself from Other Financial Professionals
- Create Results with a 3-Phase Approach to Developing the Relationship and Starting the Flow of Referrals
- Unlike other CPA Models, this CPA Referral Model is Very Easy to Understand and Implement
Course Materials
- High Definition Training DVD
- 1 Audio CD (sound track of training DVD)
- CD with Workbook
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Module 4 – Leveraging Your Natural Market
Total Training Time (videos and Exercises) 2 hours 45 minutes
- Articulate Your Value to Convey Confidence and Credibility
- Have Clear Goals for Approaching Your Natural Market
- Identify Your Natural Market (It’s Larger Then You Might Think)
- Meet Your Natural Market to Generate: Clients, Referrals, and Presentation Opportunities
- Discover 7 Natural-Market Best Practices
- Identify and Leverage Target Markets within Your Natural Market
Course Materials
- High Definition Training DVD
- 1 Audio CD (sound track of training DVD)
- CD with Workbook
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Module 5 – Maximizing Your Business Networking Opportunities
Total Training Time (videos and Exercises) 1 hour
- Create Your Own Personal Sales Force with Strategic Networking
- Maximize your Centers of Influence
- Get the Most from Formal Networking Groups Like BNI
- Become a Master at Business Networking Events
- Use the 10 Commandments of Networking at Events
Course Materials
- High Definition Training DVD
- 1 Audio CD (sound track of training DVD)
- CD with Workbook
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Module 6 – Meeting High-Level Clients through Social Prospecting
Total Training Time (videos and Exercises) 1 hour 40 minutes
- Serve Your Community and Meet Affluent and Wealthy Prospects with Philanthropic Networking
- Take Event Marketing to a New Level of Referral Generation
- Use the Difference Between Client-Appreciation Events and Referrals Events to Produce the Results You Really Want
- Tap Your Creativity for Referral Events
- Implement the 10 Commandments of Referral Events
- Maximize Results Through Other Traditional Social Networking
Course Materials
- High Definition Training DVD
- 1 Audio CD (sound track of training DVD)
- CD with Workbook
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