The Referral 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
Day One Agenda
Day Two Agenda
Session I
Developing the proper Referral Mindset.
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 of a client.
10 Ways to get referrals without asking by planting referral seeds.
Session II
When to ask for referrals – and not a minute before.
The VIPS Method™ for asking for referrals.
Personalizing your referral conversation.
Understanding why clients don't like to give referrals.
Knowing when and how to back off your referral request.
Session III
Upgrading the quality of your referrals – getting referred up.
Getting introduced to your new prospect in the most effective way.
Receiving referrals in a way that encourages more.
Saying "thank you" for referrals – the why's and how's.
The 360° Referral Process™
Finish your Referral Action Plan®.
Boot Camp Follow-Up Coaching Calls
(one call approx. every three weeks following the Boot Camp)
Establishing the Right Habits
Social Prospecting and Referral Events
Getting Great Referrals From CPAs
Complete Agenda
Day One - Full Day
8:00 AM – 8:30 AM Registration and Continental Breakfast
8:30 AM – 12:00 PM Session I (breaks will be every 60-90 minutes)
Translating the Referral Boot Camp into real results.
Developing the proper Referral Mindset.
Recognizing your mistaken assumptions and fears about referrals.
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 of a client.
10 Ways to get referrals without asking by planting referral seeds.
Skills practice and coaching.
Getting your Referral Action Plan™ started.
12:00 PM – 12:45 PM Group Lunch
12:45 PM – 5:30PM Session II (breaks will be every 60-90 minutes)
The 60% Referral Rule™.
When to ask for referrals – and not a minute before.
The VIPS Method™ for asking for referrals.
Personalizing your referral conversation.
Skills practice and coaching.
Refining your referral conversation.
Skills practice and coaching.
Mastering your referral conversation.
Understanding why clients don't like to give referrals.
Mastering the referral objection formula – exploring and re-framing.
Knowing when and how to back off your referral request.
Skills practice and coaching
Hot Seats (Personalized Coaching – Optional)
Continuing with your Referral Action Plan™.
Day Two - 1/2 Day
8:00 AM – 8:30 AM Continental Breakfast
8:30 AM – 12:00 PM Session III (breaks will be every 60-90 minutes)
Upgrading the quality of your referrals - getting referred up.
Learning as much as possible about your new prospects.
Using the "Introductions Journal" to get more referrals
Getting introduced to your new prospect in the most effective way.
Skills Practice and coaching.
Hot Seats (Personalized Coaching - Optional)
Receiving referrals in a way that encourages more.
Saying "thank you" for referrals - the why's and how's
The 360° Referral Process™
Eliminating your barrier to success with referrals.
Using the 21-Day Reinforcement Program – creating new habits.
Finish your Referral Action Plan®.
End of Referral Boot Camp – Travel Home or Enjoy Washington & Baltimore
Lunch on Your Own (or with your new Boot Camp colleagues to discuss your 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 Boot Camp for Financial Professionals. Stay for the entire program and, if after these two action-packed days, 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.
