For Corporations »Referral Advantage Video Training Program »Contact Us
Frequently Asked Questions
If you have a question, that was not answered above, please use the form below to submit your question to us.
What are the Results Kits?
The Results Kits are an essential part of turning the training into results.
- The Referral Scripts Book for Financial Professionals will serve as a tremendous reference as your reps endeavor to find their own words in all aspects of the referral process: planting seeds, asking for referrals, dealing with objections, getting introduced, calling their prospects, and more.
- The Introductions Journal serves as a constant reminder to your reps to engage in the referral process and serves as a place to collect all their new prospect – treating the process with importance and making sure no one falls through the cracks. The Audio CD
- Blueprint for Referral Success, an audio CD, is something they can listen to over and over again as they drive to appointments – to renew their strategies and motivation. And the CD-Rom
- Diffusing Referral Objections, a DVD, will give them more depth into how to deal with referral objections. If all the items were purchased separately from our website, The Kit would run $155. This is a tremendous investment in producing results from this program. Many firms like to have the reps pay for the Results Kit as a way to have “skin in the game.” Some firms will reimburse that investment if the reps hit certain marks.
How do I get more Results Kits when I want to run another training session?
Getting additional Results Kits is easy. Simply call any of RCI’s staff at 800-488-5464, send an email to info@referralcoach.com.
You can also order online at http://www.referralcoach.com/corporate/video-training/order.
How long does it take to get the program?
All elements of all modules are keep them in stock and so all modules can usually be shipped within
1-3 working days from when the order is placed. All elements of the program can be shipped via overnight delivery if desired.
What is the purpose of the purchase agreement?
The Purchase Agreement is about commitment. It is your commitment to deliver the training in the way it was meant to be delivered, so each advisor has the maximum chance for success. We’ve had clients attempt to deliver the training without the Results Kit and they told us that they regretted trying it. It’s just not the same experience for the participants – therefore – not the same results for you. While we ask you to purchase a Results Kit for every new participant in the program, it is not necessary to do so when people repeat the program or use the program in sections as a review tool.
Can the modules be used as a self-study program?
The Core Module, Module 1, is designed for group learning and skills practice. Participants benefit from the interaction and role playing activities built into the program. The DVDs for this module could be used as a reinforcement tool for individuals who go through the group session. Be careful, though. Keep close tabs on who you lend the DVDs to – so they don’t go missing.
Modules 2-6 are also best done in a group setting, but lend themselves to individual study. We recommend that, instead on just one person using them for self study, they team up in groups of 2 or more (referral buddies) to discuss and practice the techniques delivered in these modules.
Back to top
Can each module be used as a stand-alone training program?
Yes, all 6 modules stand alone in their own right. However, if you purchase the entire set, you can deliver quality, referral-related, training over a long period of time, thus strengthening your referral culture.
Are all the modules suited to all levels of advisors?
While any advisor at any level will benefit from any of the modules, it is clear that some are better suited for rookies and other for veterans. Here is how we see these modules fitting different LOS groups (Length of Service):
Module 1 – Prospecting for Introduction: LOS 0 +
Module 2 – Enhancing Referability: LOS 0 +
Module 3 – High-Quality Clients from CPAs: LOS 3 +
Module 4 – Leveraging Your Natural Market: LOS 0 to 5
Module 5 – Expanding Your Natural Market: LOS 0 to 6
Module 6 – Social Prospecting: LOS 2+
How do the advisors get signed up for the Referral Fast Start Program™?
There are two ways to sign up for the Fast Start Program:
- Go to the website provided in the Coaching Guide for the Referral Fast Start Program™.
- Send in the names to info@referralcoach.com and we will sign everyone up.
When should advisors sign up for the Referral Fast Start Program™?
As soon after completing the video-training session as possible. Make sure the leadership team signs up as well so they can reinforce the teachings.
Back to top
Get this proven system into the hands
of your Advisors/Agents NOW!
To get your FREE PREVIEW DVD or to order the
The Referral Advantage™ Video
Training Program contact Kevin Schriver :
Phone: 800.488.5464 ... 301.497.2200..... Email: info@referralcoach.com
|
