Workshops

 

Secrets of Referral Marketing

Do you consider referrals as one of your most important sources for new clients?  If yes, then you’re not alone.  Most financial advisors count referrals as their number one source of new business. 

How much would your practice grow if you could double or triple referrals?  The biggest roadblock for most advisors is the lack of a plan based on principles that work. 

During this half-day seminar, you will get what you need to know about attracting referrals using some of the most recent research available.  You’ll learn:

  • How referrals actually happen (it’s not what you think…)
  • Why asking for referrals backfires
  • How to be the person your clients will refer
  • How to train your clients to refer you every time they meet a good prospect
  • How to use LinkedIn to find prospects for your clients to introduce you to
  • How to cultivate centers of influence
  • How to design your own referral marketing plan

Each participant receives a one-hour telephone coaching call 30 days after the program, to make sure your referral marketing plan is on track and producing the results you want.

Comments from previous participants:

“Practical Takeaways!”

“An epiphany”

“You need this if you want to grow”

“If you are serious about changing and improving your practice, you need to listen to this.”


Money Back Guarantee!

We know the strategies in this program will generate referrals and increase your business.  To help prove it to you, we are offering this money back guarantee: We will follow up with you after one month with a free coaching call. If you follow through on your action items in the first month and are not confident these strategies will bring in new clients worth many times the cost of the program, we will refund your money. Simple as that.

Eliminate your problems getting referrals – attend this half-day seminar!

$247 includes a three-hour program, a workbook with templates and planning guides, and breakfast.

Sign up for an upcoming workshop

Atlanta, GA  November 4, 2011  Click here

Find out about bringing a workshop to your city or company - Click here

 


Secrets of Client Advisory Boards for Financial Advisors

A client advisory board is the most powerful tool to deepen relationships with clients, gain greater share of wallet, and drive referrals

Studies show that engaged clients actively participate in advisors practices:

  • 74%  have been asked for feedback
  • 72% percent believe that feedback was important to the advisor

 

AND ENGAGED CLIENTS PROVIDE REFERRALS

 

Advisors report that clients who serve on their client advisory board are their strongest source of referrals.

If you want to increase referrals, or want to find out how to get more referrals from your existing client advisory board, this program is you answer.

In this half-day workshop you will learn how to:

  • Develop the right objectives for your board
  • Choose the right clients to participate
  • Invite them to participate in a way that will get them to say yes
  • Set up the right group dynamic
  • Properly utilize a facilitator to get answers to the most important questions
  • Communicate the results of your board
  • Increase referrals!

 If you have not been receiving the referrals you want, this program is your answer!

 

$595 for the program includes a client advisory board workbook and breakfast.

Sign up for an upcoming workshop


 

Find out about bringing a workshop to your city or company - Click here

reater share of wallet, and drive referrals