Referral Coach International Giving Financial Professionals the Tools to Create an Abundance of Referrals
Referral Coach International Giving Financial Professionals the Tools to Create an Abundance of Referrals
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For Individuals » Referral Champions Boot Camp™ » Agenda

Referral Champions Boot Camp™ Agenda

The Referral Champions Boot Camp takes place over the span of one and a half days and includes three sessions. There will be breaks every 60 to 90 minutes. You can get more information on the location of the boot camp by clicking here.

Quick Look At Program

Session I Session III

 

  1. Developing the proper Referral Mindset.
  2. 3 Ways to become more referable more quickly with prospects and new clients.
  3. 3 Ways to stay referable over time and tap into the lifetime of a client.
  4. 10 Ways to get referrals without asking by planting referral seeds.
Session II
  1. When to ask for referrals – and not a minute before.
  2. The VIPS Method™ for asking for referrals.
  3. Personalizing your referral conversation.
  4. Understanding why clients don't like to give referrals.
  5. Knowing when and how to back off your referral request.

 

  1. Upgrading the quality of your referrals – getting referred up.
  2. Getting introduced to your new prospect in the most effective way.
  3. Receiving referrals in a way that encourages more.
  4. Saying "thank you" for referrals – the why's and how's.
  5. The 360° Referral Process™
  6. Finish your Referral Action Plan®.

Boot Camp Follow-Up Coaching Calls
(one call approx. every three weeks following the Boot Camp)

  1. Establishing the Right Habits
  2. Social Prospecting and Referral Events
  3. Getting Great Referrals From CPAs

 

   

Complete Agenda - Day 1

8:00 AM – 8:30 AM Registration and Breakfast in Meeting Room
8:30 AM – 12:00 PM Session I (breaks will be every 60-90 minutes)
    1. Translating the Referral Champions Boot Camp™ into real results.
    2. Developing the proper Referral Mindset.
    3. Recognizing your mistaken assumptions and fears about referrals.
    4. 3 Ways to become more referable more quickly with prospects and new clients.
    5. 3 Ways to stay referable over time and tap into the lifetime of a client.
    6. 10 Ways to get referrals without asking by planting referral seeds.
    7. Skills practice and coaching.
    8. Getting your Referral Action Plan™ started.
12:00 PM – 1:00 PM Group Lunch
1:00 PM – 5:00PM Session II (breaks will be every 60-90 minutes)
  1. The 60% Referral Rule™.
  2. When to ask for referrals – and not a minute before.
  3. The VIPS Method™ for asking for referrals.
  4. Personalizing your referral conversation.
  5. Skills practice and coaching.
  6. Refining your referral conversation.
  7. Skills practice and coaching.
  8. Mastering your referral conversation.
  9. Understanding why clients don't like to give referrals.
  10. Mastering the referral objection formula – exploring and reframing.
  11. Knowing when and how to back off your referral request.
  12. Skills practice and coaching
  13. Hot Seats (Personalized Coaching – Optional)
  14. Continuing with your Referral Action Plan™.

Complete Agenda - Day 2

8:00 AM – 8:30 AM Breakfast in Meeting Room
8:30 AM – 12:00 PM Session III (breaks will be every 60-90 minutes)
    1. Upgrading the quality of your referrals – getting referred up.
    2. Learning as much as possible about your new prospects.
    3. Using the “Introductions Journal” to get more referrals.
    4. Getting introduced to your new prospect in the most effective way.
    5. Skills practice and coaching.
    6. Hot Seats (Personalized Coaching – Optional)
    7. Receiving referrals in a way that encourages more.
    8. Saying "thank you" for referrals – the why's and how's.
    9. The 360o Referral Process™
    10. Eliminating your barriers to success with referrals.
    11. Using the 21-Day Reinforcement Program – creating new habits.
    12. Finish your Referral Action Plan®.

 


Boot Camp Follow-Up Coaching Calls
Each call is scheduled approx. 3 weeks apart -


Call #1 - Approximately 2-3 weeks following the Boot Camp

Establishing the Right Habits

  • Review Critical Habits
  • Coach Challenges and answer questions
  • Assign 'homework' to complete before call #2

 

Call #2 - Approximately 3 weeks following Call #1

Social Prospecting and Referral Events

  • Best Practices with Social Prospecting and Referral Events
  • Coach Challenges and answer questions
  • Assign 'homework' to complete before call #3

 

Call #3 - Approximately 3 weeks following Call #2

Getting Great Referrals from CPAs and other Centers of Influence

  • How to Meet CPAs and Get Referrals to High-Level Prospects
  • Coach Challenges and answer questions
  • Creating sustained success with the Unlimited Referrals™ Marketing System

 

 


Our Ironclad Guarantee: We're confident you will get a ton of value from our Referral Champions Boot Camp™. Stay for the entire program and, if after this action-packed day, you don't believe you've received enough strategies, ideas, and tactics to make a significant impact in your business, we'll refund your entire tuition.
Email Joy Griffin

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Download the Boot Camp Brochure in PDF Format

 

To order, call Joy at 1-800-488-5464 or buy online below.

Order Referral Boot Camp
May 4-5, 2010

Discounts can be applied after clicking on Add To Cart.

Price: $1295.00Order Now

 

 

The Referral Advantage Program by Bill Cates

Featured Columnist on ProducersWeb.com

Call us toll-free at 1-800-488-5464 or locally (301) 497-2200.
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