Steve, your reputation preceded you, and not only did you live up to
that reputation but far exceeded it. The feedback has been
tremendous. I
received numerous thanks from the advisers you have spoken with. Brian,
a fairly new relationship for me, used some of your ideas and uncovered
five different VA opportunities to the amount of $500K!
He said that one
simple idea uncovered business right in front of him. He was very
grateful and this, it definitely strengthened our relationship. Thanks
Steve! Kristen B - RVP “In just a short time I became more comfortable
about asking for referrals than I’ve been in over 20 years. Never shy,
I’ve always asked for and received referrals, however, your specific
strategies focused my referral technique so sharply that now it seems as
if my clients are anxious to refer me! Without doubt, this is one
of the top investments of my career.”
Geoffrey K. CFP® “The Referral Mastery System presentation was a
success. I have been receiving nothing but praise and appreciation from
the advisors who attended your program. Advisors that I have met with
following the workshop are already applying the ideas and building their
referral systems based on what you taught. It has helped them to
reposition their message and get back in the game with more confidence.
Your program is reflecting well in my advisor relationships and on my
business.”
Andrew A
- Regional VP “Historically I have been disappointed and
therefore don't attend programs like this, but the topic caught my
attention and interest. Fortunately this was exactly what I needed. It
was exactly the right thing at the right time.” Eric
W.
As a premier producer of 40 years I can say this
was one of the best and most beneficial presentations that I have ever
attended.
Stan Grossman, Wells Fargo
|
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® Workshop Series 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 |