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Take the Referral Challenge

A "Real Referral" is a name volunteered by a client as someone needing the FA's advice.

If you ask, "Who do you know?", or any of the countless variations, and if the client gives you a name, you do not have a referral. You can call it a referral. You can call a dog a cat. But calling a name a referral most certainly do not make it a referral.

  1. Download and print "Referral Conversations." These are short conversations you can have with your clients to PROMOTE REFERRALS, not solicit referrals.
  2. Download and print "The Referral Challenge." This is a log. The challenge is, "Ask the next 25 clients you talk to one of the questions from "Referral Conversations." Write the results. Most likely, you will pick up two or three real referrals. Why didn't you get them earlier? Because you have not trained your clients sufficiently that you value and accept their recommendations. Try it.

To learn more about the Bill God Marketing System, call:
Jill Webster 888-495-7303.


  Your Answer Organized
FA
Do you have a strategy to promote REAL REFERRALS?
?
YES
How many different ways do you promote referrals?
?
6-8
Do you ask for referrals?
?
Never
Do you always send a “Thank You “ letter to a client who have given you a referral?
?
Always
Do you have a client relationship enhancement strategy?
?
Absolutely

To learn about our tested Referrals System Call 888-495-7303

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DO YOU MAKE THESE MISTAKES IN REFERRAL MARKETING?

You ask for names.  (Go ahead. Admit it.  The names you get don’t buy)

You don’t mention referrals.  (They are going somewhere else, aren’t they?)

You have a board of advisors to coach you on your practice. (If you doctor did that, you would bolt.)

 

Best Practices for Referral Marketing

The end of the rainbow for referral marketing is 15% of your clients provide a referral every year, and 60% of those close in a reasonable period of time.

To get there from here:

  1. Provide great investment advice. This is your department.
  2. Deploy our justly famous "Client Relationship Retention Formula." A most interesting side effect of this formula is: a noticeable uptick in real referrals. Why? Because your clients are thinking about you more.
  3. Deploy our "Client Engagement Formula." It's engaged clients that provide referrals. How do you get more clients engaged? Ask Jill Webster when you call her at 888-495-7303.
  4. Promote referrals. If you download "Referral Conversations" and "The Referral Challenge," and then use one of the conversations on the next 25 client calls, you will see exactly how powerful this is. Imagine if you had all of the tools!