 "I have incorporated your system by making sure that in my agenda I have an action step that I very clearly ask for permission to brainstorm. I need to make sure "all systems are go" for the permission to brainstorm step BEFORE I proceed to use my prompter list. I just used it this morning with a new COI and the meeting was awesome. First of all, it made me more confident in the process knowing that my COI had all the information he needed to give me referrals and there was not any need for further information or clarification. Secondly, I walked away with 5 referrals and more importantly have solidified a new COI relationship! We both agreed to meet 2-3/year to continue the mutual relationship."
-Terri Garner
Director, Recruiting |
"I am having immediate success with your VIPS referral process. I used it with a client couple who have been working with me for 2½ years. It opened the flood gate. They gave me 8 introductions. They offered to write both a letter of introduction and call the ‘referrals’ too! Thank you. Thank you. Thank you."
-Mike Morger, CFP
Ameriprise Financial Services
Cincinnati, OH |
 "I told a client that I accept new clients and that I would appreciate it if she would not keep me a secret. She immediately thought of her sister who in the past told her she was not happy with her financial adviser. I met the sister at 10:30 AM the following Monday and not only did she come with her checkbook, she invested $1 million with me! Thank you for a referral system that produces incredible results!"
....................Larry DeNoia, CPA CFP |
"Since introducing the Unlimited Referrals Marketing System into our new associate school, our new associates are getting far more referrals than our veteran associates. The reason for this is that they feel comfortable with Bill's process and language. It is a turnkey program which is easy to implement and results will start immediately.
...........-Dick Cleary, Managing Director
...........John Hancock Financial Network |
