How to Build Your Referral Marketing Machine in Just 10 Weeks

Price: $49.00

Do you want referrals to the most qualified prospects in your market? Of course you do! But what are you doing to generate those referrals RIGHT NOW?

Top referral marketers know that to get referrals consistently, they must invest time and money in disciplined ways, almost every day. Your investment in referral marketing activities can pay back astounding rates of return. If you commit just 2-3 hours per week and about 2-3% of your gross income to "referral marketing," you can quickly increase your gross by 20-30% or more.

However, many financial professionals don't know how to invest time and money systematically in referral marketing. That's why we've created our new program, How to Build Your Referral Marketing Machine in Just 10 Weeks.

10 weeks from now, you will look at referrals in a different way. You will obtain more referrals to better prospects with less pressure. Instead of arm-twisting a few clients for referrals, a large number of people in your market will help you tap into qualified people whom you have pre-selected. In addition, you will gain these valuable skills:

• Motivating your clients to acknowledge satisfaction with your services (an important key to referrals).
• Profiling the top people in your market whom you want to reach by referrals.
• Connecting with centers-of-influence and networks in targeted markets.
• Disciplined methods and worksheets for tracking referral activities.
• Learning how to express appreciation to referral-givers in meaningful ways.
• Knowing the right time and way to ask for referrals.
• Creating strategic referral-generating alliances with CPAs in your market.

This program is different from any other referral program you've seen, because it's not limited to concepts. The focus is on specific proven actions that have led top financial professionals to a consistent flow of referrals. By following their steps, you can duplicate their success in just 10 weeks!

Table of Contents

Introduction

Week One: Learning a New Way of Generating Referrals

Week Two: Identifying and Profiling TAPs in Your Market

Week Three: Tracking Your Referral Activities

Week Four: Increasing Client Service, Satisfaction and Appreciation

Week Five: Building Your Confidence in Asking for Referrals

Week Six: Meeting COIs and Participating in Networks

Week Seven: Increasing the Quality of Your Referrals

Week Eight: Refining Your TAP Profiles

Week Nine: How to Cultivate Referrals from CPAs

Appendix

About the Author

Rich White

Rich is a freelance financial writer, financial marketing consultant and financial analyst.

He has worked in this capacity for many clients in the New York market since 1981. From 1977-81, he was the editor-in-chief of Financial Planning magazine, then published by the International Association of Financial Planners.

His recent clients have included American Express Financial Advisors, AXA Financial, the Bond Marketing Association, the Closed-End Bond Fund Association, Chase Manhattan Bank, Conseco, Coregis, Dime Savings Bank, Evergreen Funds, First Union National Bank, Fleet Boston Financial Corp, Frank Russell Company, GE Capital, Invesco, J. & W. Seligman, MacKenzie Financial Services, MetLife, Prudential, Nathan & Lewis Securities, National Life of Vermont, SEI Investments, Sentinel Funds, William Blair Funds, The Selbst Group and Van Eck Funds.