Referrals from clients and even prospects are the best leads you can ever hope to receive.
While most of us inherently understand the benefits of having our clients refer their friends, family and colleagues, we simply fail to make it a priority, or we just never figured out a way to build referral requests into our everyday operations.
Referral Systems &Tools for Financial Advisors explores the various ways financial advisors can use the power of referrals to dramatically increase their business.
By purchasing, you receive:
- Referral-generating strategies, systems, and worksheets
- Scripts &talking points
- Referral letter templates
- Referral gaining forms
- Thank you letters
- Gift ideas
...and more, all ready to use on a CD-ROM with accompanying Workbook.
About the Author
Maribeth Kuzmeski, MBA, RFC
Maribeth personally consults some of the nation's top financial advisors, and under her guidance one advisor built a business from $10 million to $200 million in money under management in five years. She has spoken at MDRT and has an MBA in Marketing.
Maribeth is author of four books including 85 Million Dollar Tips for Financial Advisors, has appeared on TV and radio stations across the United States and has written articles appearing in hundreds of publications including National Underwriter, Business Week and Entrepreneur.
Maribeth presents ideas that are working in financial services businesses today including simple, inexpensive strategies that are in practice in multi-million dollar grossing offices. Her ideas are not theory, but ideas that can be implemented immediately.