Introducing RCI's Referral Scoreboard™
"Keeping the Score, Raises the Score"

Part of the Referral Coach Solution™

Accountability is one of the most important factors for new
training to “stick” with financial professionals. And accountability doesn’t have to hurt to be effective. Sometimes just the act of keeping score can make the difference between people moving forward with training or dropping the ball.

We’ve found that keeping the referral score, raises the referral score.

Referral Scoreboard™ is a simple, yet effective web-based program that allows you to assess the ongoing referral activities of your reps. Its primary mission is to drive an increase in asking for referrals. Financial professionals can’t control if a client will
give them referrals, but they can control their own behavior of asking value-seeking questions, asking for referrals, and asking for a strong introduction.

Each week your reps will report their referral behavior related to the five categories of:

1. Meetings Attended
2. Value Discussions Held
3. Referrals Requested
4. Referrals Obtained
5. Introductions Obtained

Below are screen shots of the Referral Scoreboard™ program.

Referral Scoreboard™ advisor results page.

Whenever you wish, you can view a report that reveals their level of activity. A branch or agency leader can view reports on the results of their managers, while the managers can view the reports of their reps.

Leadership Team Results	Advisor Results	Advisor Activity
Click each graph for a larger image.

The Referral Scoreboard™ is not meant to replace or interfere with other measurement systems you use. Rather, it complements most systems. We recommend using the Referral Scoreboard™ for a period of 30 to 90 days – just long enough to get some new habits in place.

To have all your questions answered – even questions you don’t know you have yet – and to see how this system really makes sense for your firm, please contact Sharon Landesberg at Referral Coach International.

Contact Sharon at 1-800-488-5464 or (301) 497-2200 or contact us via e-mail.

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