Telephone Referral Training

Part of the Referral Coach Solution™

It’s Time for Your Advisors
to Stop Dabbling in Referrals

Here’s a Fast and Affordable Way to Increase Their Results with Referrals

Perfect for Small Offices or Multiple Locations...

If you’re looking to get some of your new reps up to speed quickly with referrals… or you’d like to give your veteran advisors the tools that can help them leverage their great client relationships… our simple and affordable telephone training program might be perfect for you.

Many small offices and agencies have found this to be an effective way to get our system into the hands of their financial professionals very quickly and without breaking your budget. While this is not as effective as our other training methods (live and video), it has proven to work well in the right environment.

Why Phone Training?

• Training starts right away
• Fits into even the tightest budget.
• Gives an immediate boost to production.

Four Training Calls

The RCI Telephone Training Program is usually delivered via 4 60-90-minute conference calls. Your reps can be gathered together in
a conference room (preferred) or can call into a conference line (or both). The first 3 calls are usually scheduled 1-2 weeks apart (depending on schedules). During these first 3 calls, the basic
training of the program is accomplished. The 4 th call – scheduled about 4 weeks after the 3rd call – is a coaching call designed to teach from successes as well as answer questions and coach your reps through their challenges.

With either program, Standard or Premium, you get our popular and effective virtual coaching program – Referral Fast Start Program ™. This program will help you keep the training going long after it’s over – to ensure great results.

What's the Investment?

Standard Program

• 4 Training Calls (60-90 minutes each)
• Training Workbook (you download for all participants)
• Referral Fast Start Program™

$2,000 (up to 30 reps per program)

Premium Program

• 4 Training Calls (60-90 minutes each)
• Training Workbook (you download for all participants)
• Referral Fast Start Program™
• Access to the Referral Scoreboard Program™
• Referral Results Kit (Sells for $361 when items are purchased separately.)
           1.    “Get More Referrals Now”
           2.   “The Referral Scripts Book”
           3.   Audio Program & Workbook
                “Prospecting for Quality Introductions”
  

$2.000 plus $87 per person for the
Referral Results Kit

How many clients will it take to recoup this investment? One? Two?
This is commonly known as a "no brainer"!

Your Next Step

Contact Joy to discuss if this program is right for you and your reps.
Call toll-free at 1-800-488-5464 or contact us by email.

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