While most advisers don't ask for referrals, many who do ask tend to say 'If you can think of anyone else who might benefit from our services, please let me know.' This seldom works.
Being specific about what you want is the most important part about getting quality referrals. This webcast addresses how to develop the opportunistic radar you need so that it is easy for people to open doors for you (provided you've got a good relationship with them!).
1. Pre-planning strategies
2. Listening differently
3. Developing a toolkit of different questions to ask
4. More examples of specific referral requests than you can handle!
Everybody loves getting referrals and every adviser knows it's the most enjoyable way to grow a business. Yet most advisers do not ask. Why is that? And many of those who do ask get minimal results.
If youu're fed up with disappointing outcomes, learn how to get this monkey off your back. Building your asking muscle will:
1. Increase your business from referrals (it will consistently improve for as long as you persist)
2. Cause you to ask your clients for more of their assets and for other products and services
3. You will assert yourself more effectively with centres of influence.
Fearless Referrals from Centres of Influence: A system to get high quality referrals on a consistent basis
All advisers have some quality relationships with people who could open some great doors if they were asked effectively. Given that it's virtually a free way to market and given how much we love COI referrals (because now someone else is telling others to meet with us), why are our results often so weak?
How do you tap into great referral opportunities from other professionals, friends and family, and/or top clients?
It's time to get these referral opportunities going. Join us to find out how other advisers:
- Decide who the best COIs are
- Build these relationships so that the COI is open to help them
- Coach their COIs so that they get the referrals they want
- Develop a system to keep the referral flow more consistent
Most advisers don't ask for referrals.
Given how much we love getting referrals and given that it's virtually a free way to market, why is this?
Join us to find out how advisers overcome their obstacles and ask for what they want.
Get clear on when to ask for referrals.
Learn a process for what to say to get referrals that works with the somewhat cynical consumer.
Word-of-mouth. Customer advocacy. Refer-a-friend. Whatever you call it, getting customers to spread the word creates brand awareness. But when you reward customers for referring their friends, then track, measure, optimize, and scale your efforts, you drive new and repeat revenue in addition to awareness. This is referral marketing — your new channel. Join this session and learn from our retail customer, Tommy John:
• The right balance of rewards to motivate and sustain referrals
• How to segment referral campaigns to target different audiences
• How to promote a referral opportunity to achieve success
In this webcast you will learn the most important pieces to a quality referral conversation so you can get more prospects. I will also cover when and how to use these steps so they feel comfortable as you practice them.
If you love word of mouth business, this is a crucial area not just to 'know' but to use and master so you can reap the rewards of a relationship-based way to grow your business.
Residential Home Health (RHH) is a home health and hospice provider serving over 3,700 patients in Michigan and Illinois. IDC recently released a white paper detailing their success with Salesforce which resulted in business benefits of $3.2 million, ROI of 460%, and a payback period of 4.2 months.
Join us, along with David Curtis, President of Residential Home Health, in our upcoming webinar and product demo to learn how RHH built a mobile physician application, integrated with their EMR, and reduced cycle times to convert patient referrals.
Utilizing the Salesforce Platform, Sales and Service Cloud, RHH achieved these results by improving several key areas, including:
- Sales Efficiencies: automatic email notifications triggered by patient status updates through Salesforce workflows
- Referral Acquisitions: referral sources can verbally dictate HIPAA-compliant orders
- Referral Conversions: care coordinators monitor patients in Salesforce and can view all patients by status
Best practices for better referrals in 2013Read more >
Given how crazy busy most people think they are today, having face to face chances to ask for referrals is a challenge.
This webcast focuses on getting referrals from calls and virtual referral requests. If you're not happy with your results, you need to ask more. This webcast tells you how to do this effectively.
Chad Horenfeldt describes why your customer success team's KPIs should include measurement for referrals and customer advocacy.Read more >
What are the most important things to laser in on to get more and better referrals? This webcast will cover not only what to DO, but also how top referral getters think differently than most people in business development and the character traits you need to get you there.Read more >
Rhianna Collier explains how you can incite referrals by asking your current customers to act as advocates during the sales process.Read more >
Everyone wants more referrals. Why is it that some people have so much more success than others when it comes to bringing in more referrals?
It’s not just a one-liner or a simple system; it’s also how top referral-getters think and character traits they’ve developed.
The good news is that it can all be learned and that if others have done it, you can too.
Join this webcast to identify the key areas that you have covered already and that you want to master so you can generate the business you want.
For financial advisors, referrals are everything! But how do you get more? Well, you just ask! But how do you ask the “referral question” without seeming pushy, self serving, or salesy? In this session, we will discuss the elevator pitch or PEEC Statement (pronounced “peace”) and how it can help generate more referrals from true prospects, clients, and centers of influence. We’ll also discuss some of the various networking groups to attend and how to “work the room”.Read more >
Join Joanne Black as she describes the importance of building a referral program with metrics and accountability in order to get meetings with decision makers and convert prospects to clients.Read more >
Ever go to a public swimming pool? Pool rules are always posted to protect everyone and insure a safe swimming experience. Imagine if there were rules posted at every networking event you attended including association meetings, conferences, conventions, trade shows, chamber mixers, golf outings, and community venues. Have no fear! The pool rules of networking are here! Learn the rules of networking and how to act at a networking event while generating more prospects, more referrals, and more business!Read more >
Your ability to get more and better referrals is frequently related very closely to your confidence levels.
This webcast will cover 10 key ways to BE proactive so you can generate the business you want to in 2012
Many people get their best referrals from key people in your network. It's easier since someone else is opening the doors.
This webcast covers:
How to best leverage your best contacts
How to find more of them
How to make the most of your precious commodity: your time by focusing on your strongest opportunities