For Corporations » Referral Fundamentals Multimedia Program
Referral Fundamentals™
6 Essential Strategies for
Building a Referral-Based Business
This proven referral program teaches new financial professionals how to get referrals faster and easier – right from the start. And it shows veterans how to get more introductions to high-value clients… and recommit to the referrals process.
Are Your Financial Professionals
Under-Achieving
with
Referrals and Introductions?
You know referrals are the best way to attract high-quality clients. You’ve probably trained your rookies and veterans to get referrals. You’ve encouraged them to use referrals to build their business. And you’ve had some success.
But there’s a gap between what they know… and what they do. A gap between what they can do… and what they’re achieving.
Referral Fundamentals Will
Close Your Referral Gap
Referral Fundamentals gives your people the essence of our proven referral program via 6 essential referral strategies. It takes them from A-Z in a systematic way…in just two hours! But this program is structured so they progress at their own pace. They’ll learn how to:
The 6 Essential Referral Strategies…
Strategy 1 – Adopt a “Referral Mindset” Right Now
- Identify and eliminate the 4 most common referral fears.
- Meet your prospects how they want to meet you: through people they trust.
- Profit from every client’s life-time value: it’s much more than their business.
Strategy 2 – Become Referable…Fast
- Discover how to become referable quickly with any new client.
- Learn 4 ways to provide value in the very first meeting.
- Learn to talk about your value so prospects want to become clients.
Strategy 3 – Leverage Your Natural Market for Referrals
- Learn what your natural market is and what it needs to know to give you referrals.
- Educate your natural market in a powerful way about the value you provide.
- See how persistence pays off.
Strategy 4 – Network with Centers of Influence Who Can Refer You
- Learn the 5 best centers of influence for getting high-quality referrals.
- Get the greatest benefit out of networking groups.
- Turn networking events into new business.
Strategy 5 – Prospect for Introductions (Get Referrals Without Even Asking)
- Discover 5 ways to get referrals without even asking.
- Learn to ask for referrals at the right moment, and not a minute before.
- Use the VIPS Method™ to maximize your success rate.
- Handle any kind of referral resistance with confidence.
Strategy 6 – Receive Referrals to Get More Referrals
- Discover the most powerful question to ask every referral source.
- Identify the best way to get introduced to your new prospects.
- Learn the best way to say “thank you” for referrals.
Why Does This Program Work So Well?
Referral Fundamentals teaches a client-centered approach to referrals. Instead of pressuring clients for referrals (the old way), your people learn to motivate clients to willingly give them referrals. A simple mental shift that removes their barriers to asking for referrals.
Financial professionals often know how to get referrals—but they fear doing it. Referral Fundamentals helps dispel these fears and mistaken assumptions and turn each one into an opportunity to get more referrals!
And Referral Fundamentals shows how to handle ANY objection with confidence. When financial professionals know how to handle the resistance – backing out when necessary – they ask more often. Asking more often, equals more new clients. In ALL cases, the advisor-client relationship remains strong and is often strengthened.
Leaders!
This program
will help you:
Boost new client acquisition quickly and dramatically
Retain your most promising financial professionals
Motivate rookies and veterans to reach their top referral potential |
Who Should Take
This Self-Paced Program?
New recruits seeking a “quick start” on building a referral-based business
Veterans seeking to re-commit to referrals with a more effective approach |
This program works.
Here’s the proof...
 “…referrals have doubled. Our client acquisition is up over 150%. You did a wonderful job of putting together… the most comprehensive tool for teaching the referral process.”
– Havard Lyons, Field Vice President, Ameriprise
 “…the best training I’ve seen in the 20 years I’ve been in this business. The results are undeniable.”
– Mary Long, Training Director, MassMutual Financial Group
 “One of our top producers, already good with referrals, confessed that he’s never had a system like this. The results are real!”
– Michael Schmitz, President, Secure Futures
 “You clearly have one of the premier systems for referrals in our industry.”
– Howard Elias, General Agent, Guardian Financial Services
 “The reps who use your system always outperform the others.”
– Fred K. Johnson, Bank of America |
Ideal for Rookies
and Veterans Alike!
New recruits discover how to generate high-quality referrals systematically. How to make referrals an automatic way of doing business.
Veterans discover how to reach their full referral potential by removing their barriers to referrals and giving them proven techniques that actually produce results.
Veteran Advisor Discovers
4.8 Million Dollar Client
“I had a client in my office and used one of your techniques. He introduced me to his mother who was down-sizing her home and needed help with $800,000 in cash. Working with her, I discovered she had $4 million that was under-performing.
“I acquired a 4.8 million dollar client from just one client using just one of our techniques. This system truly does work! After 15 years in the business, I’m finally proactive in getting referrals."
Rod Warren, Independent Financial Advisor, Lansing, MI
Rookie Earns $140,000 from Referrals…In His First 8 Months!
“In my first 8 months I acquired 20 new, high-quality clients through referrals. They netted have netted me income in the range of $140,000.
J.B., Ameriprise Financial, Wilmington, DE |
Watch. Listen. Do.
Referral Fundamentals doesn't just teach referrals, it shows your people how to take action. Each module comes with an action-based exercise. That’s why we recommend every financial professional take this course with a buddy. They can practice. They can share and brainstorm best practices. Best of all, they can hold each other accountable to trying new behaviors and getting new results.
Experts know that “active learning” is the best learning. In Referral Fundamentals, your professionals are asked to read the material…listen to the material… watch the video… and practice their new skills with a “referral buddy.” This last step cements the learning.
2 Convenient Delivery Options…
All Materials Included
Via Your Company’s Intranet
The course is instantly available to any employee who can take this self-paced course from his or her desk during free moments in the day.
Via CD-Rom and Audio CDs
Your people can take this course anywhere they want as long as they have a computer with a CD drive. They can listen to the course in their car as they drive to and from their office or appointments.
Referral Fundamentals comes with a comprehensive
Success Guide, program transcript, and audio-only version
of the program (for listening in the car.) |
Ready to Boost Referrals and Retention…Now?
We can help you determine the best way to use
Referral Fundamentals as a part of your overall training program.
Contact Sharon at 1-800-488-5464
or by e-mail.
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