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Testimonial from Justin Gauvin, Financial Advisor, Met Life

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If you are interested in learning more about building a referral-based business or you would like to know of upcoming seminars and workshops, please sign up to receive The Referral Authority E-Zine. Thank you.

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Referral Coaching Results Programs

Referral Results Coaching Programs for Managers or Producers

Referral Results Follow Up Program (After a Seminar.)

Reasons to do this:
So you get results!
So that many more of your managers and producers take positive action!
How often have you been to a great seminar, heard numerous good ideas, and then got busy again and done nothing new?
This program is designed to make sure action is taken and everyone is held accountable for doing what they say they will.
As importantly, while the referral content is not hard to understand, it is not so easy to implement. This program helps with skill development and improving the process to get referrals.
Meetings should be held regularly every 2-4 weeks at a minimum for at least 6 months.
The best results are when participants have incentives to take action and/or have some buy-in.

The Keys to a Thriving Referral Business  (Small Group Referral Coaching)

This is ideal when there is a small number of producers in your office who want to excel at getting more referrals. 

The meetings address the following questions:
 
Do you ever feel awkward asking for referrals?
Do you know when the best time is to ask?
Are you consistently getting referrals?
Do you have 4-6 other centers of influence recommending people to you?
 
The meetings address the following key areas:
 
1.         Understand the Referral Fundamentals
2.         How to get comfortable asking for referrals
3.         What to say to get referrals consistently from happy clients
4.         How to get referrals consistently from other professionals
5.         What to say to get referrals: How and when to ask effectively
6.         How to get specific with referral requests
7.         How to teach referral sources what kind of business you’re looking for
8.         How to teach referral sources how to warm up referrals for you
9.         How to develop your own top-of-mind system to get referrals year-round from the people who know you
 
Signing up benefits also include:
 
*FREE 30 minutes of role playing time 1:1 with Matt
 
*UNLIMITED emailing privileges during the duration the course with Matt
 
*UNLIMITED access to any Referral Authority articles and company materials
 
*DISCOUNTS on other Referral Authority coaching programs and the Loyalty E-Zine (worth over $300)
 
*Opportunities to role play with other class participants
 
*Personal connection: class sizes are limited in size.