Referral Best Practices for 2013

Presented by

Matt Anderson, The Referral Authority

About this talk

Since 2002 Matt Anderson, The Referral Authority, has been fine-tuning referral systems that can work for any financial adviser willing to do the press ups. This webinar will cover the best ideas he has to help you generate more revenue this year in the most rewarding manner - by having others endorsing you. You will learn: 1. The keystone habits to be most consistent with asks and be more comfortable with asking for referrals 2. A simple 4 step system to get more referrals from clients and centres of influence (COIs). 3. How to refine your introducer list from 100 to 20 4. The most useful questions to use to identify opportunities with clients and introducers 5. The best tracking tools to measure your progress

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