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“We are so pleased with the results from your Referral Mastery System. Your system is so comfortable and natural for both our clients and us. We are impressed with how quickly it has paid off.  In the first month of implementing the system, we already have $5 Million in new assets on the books or in process. Referrals are flowing at a record pace………how great is that!”

Dennis P. - Merrill Lynch

 
 “I shake my head in amazement when I look back on the progress I have made with referrals since implementing your system. When I started, I was lucky to generate one a month. This past month I generated 40 referrals.  I am now getting referred to sports figures, physicians, and business owners and have opened up multi-million dollar accounts. The payback on your system is quick and the future ROI is enormous.”

Paul A. 

 
“As a senior producer at the Director level, I am busy and originally questioned whether “it was the right time”.  For those advisors who are debating whether to start working with your system now or later, I recommend, “DO IT NOW!” 

Kris A. - Wachovia Securities

 Capturing the Rewards of Your Business with
The Referral Mastery System®
Learn practical strategies to integrate referrals naturally, easily, and consistently, throughout your process, and make clients comfortable even eager to give referrals. Not just 1 or 2, but potentially dozens of referrals.

OBJECTIVES
  • Integrate referral marketing as a primary strategy to penetrate target markets and profitably expand the advisor's client base
  • Develop and implement a comprehensive referral strategy and system
  • Significantly increase the profitability and consistency of the advisor's prospecting efforts
  • Significantly increase the number of referrals secured weekly
  • Increase the number of clients and fees generated

WHAT WILL YOU LEARN, DO AND ACCOMPLISH
  • Make referrals your most profitable prospecting strategy and your primary source for growing and upgrading your client base.
  • Develop consistent flows of quality referrals so you operate "By Referrals Only"
  • Make clients comfortable and eager to give you referrals.
  • Get dozens of referrals from each client, instead of 1 or 2.
  • Eliminate forever the "I can't think of anyone right now" objection.
  • Use referrals to secure dominant positions in profitable target markets.
  • Eliminate the cost, wasted time, and frustration of prospecting through buying lists, mass mailing, cold calling, and seminars.
  • Secure referrals from prospects and other non-clients, consistently.
  • Utilize every conversation and every meeting to tap the "Network of 50" connected to each of your clients and get more referrals.
  • Listen more effectively and develop deeper connections in interviews.
  • Increase the efficiency, effectiveness, and profitability of interviews.
  • How to utilize your staff, newsletters, seminars, and every letter you send to generate even more referrals.
  • Set up the system so referrals flow automatically.
  • Recognize, understand, and overcome the hidden ceilings and roadblocks you create to limit referrals.
  • Capitalize on the most profitable times of the day to generate more income and more personal time.
  • Accelerate your growth as a person and as a professional

LEARNING TOOLS

Individual Coaching Sessions
Advisors will participate in 7 coaching sessions held approximately every 14 days. Each session will include a combination of system instruction, strategy development, implementation assistance, review of performance to goals, and practice. The system is tailored to fit the advisor's client base, marketing plan, and personality. When necessary, the coaching will assist the advisor to address personal roadblocks and develop breakthrough strategies to assure successful implementation.

Between coaching sessions, the advisor will progressively implement an action plan to integrate the referral system in their operation.

Learning Manual
Each participant will receive a 70-page manual that documents the entire system including language, sample letters, meeting templates, assessments, and a wide range of sales and time management tools.

A fundamental part of our work together will be your implementation of strategies and action steps. The implementation of those will be your responsibility. It is important that you keep your coach apprised of your activity, progress, and challenges. Your investment comes with a money-back guarantee. The tools in the program must generate new clients and subsequent commissions and fees that more than pay for the program or you get your money back. Under this guarantee, you have specific responsibilities that include attending sessions, doing the assignments, using the tools, and reporting on your progress.

CD and Follow-up Assistance
Advisors will also receive an audio CD they can play in their car for review. They will continue to receive monthly referral tips for at least a year after they complete the program.