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.

There’s a gap between what you know… and what you do.
A gap between what you can do… and what you ’re achieving.

Referral Fundamentals Will Close
Your Referral Gap

Referral Fundamentals gives you the essence of our proven referral program via 6 essential referral strategies. It takes you from A-Z in a systematic way…in just two hours!  But this program is structured so
you progress at your own pace. 

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), you learn to motivate clients to willingly give you referrals.  A simple mental shift that removes your 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 you know how to handle the resistance – backing out when necessary – you will ask more often. Asking more often, equals more new clients.  In ALL cases, the advisor-client relationship remains strong and is often strengthened.

Watch. Listen. Do.

Referral Fundamentals doesn’t just teach referrals, it shows you how to take action. Each module comes with an action-based exercise. That’s why we recommend you take this course with a buddy.  You can practice, share and brainstorm best practices and, best of all, you 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, you are asked to
read the material…listen to the material… watch the video… and practice your new skills with a
“referral buddy.” 

WAIT! Before you purchase this program check out the Silver Kit.
You get Referral Fundamentals PLUS a lot more for only $147.00

Referral Fundamentals Six Essential Strategies for Building a Referral Based Business Order the Multi-Media Program for only $197 Quantity Discounts Available

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