Referral Marketing: Take the Referral Challenge||Do you need a referral service?||Best Referral System! Business Referral||Business Referrals

'Introduction'

'Overview and Client Marketing'

'New Asset Strategy'

'Introducing Gorilla CRM'

'Where Contact Management Lives'

Gorilla 4 Enhancements

'Introducing MyData'

'Using MyData'

'Information Management Breakthrough 1'

'Information Management Breakthrough 2'

'Very Cool Enhancements'

'Advanced Messaging'

'More Advanced Messaging'

'Sales Force Automation'

'Campaigns'

Call for Personal Demo 800-678-1480 x1294

Watch this short video for an explanation of all the marketing materials you get with Bill's Book.

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.

What is your "Referral Deficit?" Answer some questions. We will tell you if your referral marketing is on the money or if you have a REFERRAL DEFICIT. The difference between the referrals you are receiving and what you should get is your REFERRAL DEFICIT. Find out what your referral deficit is.
To fully understand Real Referrals, download, print, and study the FULL TEXT of Bill's Research Magazine article, "Referrals Happen." It's FREE. Registration NOT required.
Now that you understand what the concept of "promoting referrals," take the referral challenge. Download and print "Creating a Referral Consciousness." Read it. Practice it. Call ten clients and DO IT. You WILL FIND at least one REAL REFERRRAL.

	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

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.)

Free Two-Year Marketing Plan

As commissions trend down and the trend to fees accelerates, to maintain or expand your standard of living, you need to manage more assets and maintain a larger client base than ever before. Giving up clients is not an option. To survive, you need a plan.

Please give us some data about your practice, along with permission to call you. We will set up an appointment to review our findings with you. You will learn:

Is it possible to double your business in two years?

Can you convert (or finish converting) to fees without a pay cut?

Do you have a referral deficit?

Go find out about your FREE Two-Year Marketing Plan here.