Referral Coach International - Live Referral Training Workshops, Programs and Keynotes for Corporations

Live Referral Training

Why Aren't Your People Getting More Referrals?

Studies show that most financial professionals, even veterans, miss 80-90% of the referrals they could easily get. That's a startlingly high figure. So the questions is, what's stopping them from getting more referrals? Here are a few of the reasons we've discovered and eliminate with our training.

...don't know how to ask in a comfortable and confident way.
...worry that asking is imposing and could jeopardize the relationship
...imagine they can't ask because they haven't delivered enough value yet.
...fear that they'll appear to be begging, needy, or unprofessional.
...don't feel confident dealing with brush-offs like: "I'll think about it and get back to you."
.... Or: "Give me a few cards for my friends."

We can say anything we want, but THEY say it better!

"Your referral program has had a huge impact on our practice. Your system has been a permission slip for us to talk to our clients about the experience they have had with us and then have them share that experience with others. We have experienced a direct relationship between these value conversations and our ability to attract new clients with significant assets. In the last 6 months since your training - after adding our own unique touch to your teachings - we have acquired 5 new high-level households with assets totaling $10M. This has been remarkable. I wish we had discovered this sooner."

- Al Fox
Financial Advisor
Merrill Lynch

Denoia "I told a client that I accept new clients and that I would appreciate if she would not keep me a secret. She immediately thought of her sister who in the past told her she was not happy with her financial adviser. I met the sister at 10:30AM the following Monday and not only did she come with her check book, she invested $1million with me! Thank you for your guidance and for a referral system that produces incredible results."

-Larry DeNoia
CPA CFP
ITI Strategies
Peekskill,

Patrick H. O’Connell "The Bill Cates’ Referral Training Program is the best in the business. We're using live programs and his video-based program. For the 50 advisors who went through his first session, new clients acquired through referrals are up 30% over the same period last year."

-Patrick H. O’Connell
MBA, CFP™ ChFC
Group Vice President
Ameriprise

Lisa O’Connor "I used one of your strategies the afternoon after your seminar and it worked brilliantly. We had a situation where a client had told several of her friends about us, yet they had not called us. When we met with her after your seminar, we used the language you suggested. To my delight, she pulled out her Blackberry and gave us each person's home and work phone, home address, email, spouse’s and kid’s names, a brief history of each, and told us to tell them she told us to call because she wants them to have a good retirement. Three referrals that we thought might be dead were brought to life again. We already have an appointment set with one of them. Your strategies have proven immensely helpful."

- Lisa O’Connor
Financial Planner
Barnum Financial
Shelton, CT

Some of the Strategies and Tactics They'll Learn

3 Ways to become more referable more quickly with prospects and new clients.

3 Ways to stay referable over time and tap into the lifetime value of a client.

10 Ways to get referrals without asking by planting referral seeds.

When to ask for referrals - not a minute before.

Our popular VIPS Method™ for Asking for Referrals - that never feels pushy to clients and never comes across as begging.

Know how to deal with referral objections - including how to back off professionally and with confidence.

How to skillfully get quality introductions to their new prospects.

How and when to thank clients for referrals.

How to implement the system in a way that will get the fastest results.

Give Them a System They'll Actually Use

Get this proven system into the hands of your people right away!

Schedule some time to talk to Bill Cates, President of Referral Coach International.
Together you'll come up with a program that meets your objectives.

Contact Joy Griffin:
1-800-488-5464..........info@ReferralCoach.com

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