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When was the last time your featured speaker helped you learn more about your advisors, extended your value over an entire year, and helped you schedule appointments with advisors that can benefit from your help to grow their practices and grow your territory?........Or did they just show up?
The
Referral Mastery System®
Helping financial product companies and wholesalers reach more advisors
in a more meaningful and effective way, in less time.
Strengthen your advisor relationships
by giving them essential tools to grow
their practice, even in a down market
Teach
technique and process that integrate your product
into customized referral
introduction training
Learn
each advisor’s investment mix
to discover the areas in which you can
be most helpful
Extend
your value beyond the presentation
with a personal advisor consultation to
help advisors apply the strategies they were taught - compliments of
you
Help
advisors stay focused with
the Referral Mastery System email tip series free for one year –
compliments of you
Deepen
your connection with advisors
by meeting with them face-to-face.
We follow-up with each attending advisor within days (per
sponsors’ instructions) to learn if an advisor would like to schedule an
appointment with you and then arrange for a follow-up referral
consultation – compliments of you
Maximize your reach by
scheduling large groups or multiple events per day. You set the agenda
to best tailor the program to your market
Have
peace of mind knowing that
your featured speaker is never speaking across town for your competitor
within weeks of your program
Position yourself as a true
partner with advisors as the practice enhancement resource |