Referrals without Asking

by Bill Good Marketing on May 8, 2014

 

 


Referrals without Asking

As part of Bill Good Marketing’s® educational series “Advanced Marketing for Financial Advisors,” we are extremely pleased to present J. Leland “Lee” Davis and Bill Good in “Referrals without Asking.”
Lee and his son Jeremy are partners in the Colorado-based wealth advisory firm, J.L. Davis Financial Corporation, which does business in 30 states.

Bill, of course, has earned some degree of infamy among referral coaches through his lectures and articles on why you should never, never ask for referrals.

Why You Should Attend

In 2013, Lee and Jeremy received 60 referrals of which 33 became clients.

Already in 2014, they have received 33 referrals of which 18 have become clients.

What You Will Learn:

• What to say at the end of each phone call
• How to get introduced to family members
• How to develop referrals by mail
• How to discuss referrals at every client review meeting
• The role events play in creating referrals
• What your clients see in your office that encourages referrals
• Much, much, more

Referrals without Asking

Wednesday, May 14th
10:00 a.m. ET
Register Here

Wednesday, May 14th
4:15 p.m. ET
Register Here


If you attended our “When Clients Die, Assets Fly” educational webinar, you know the importance of branding yourself as the “family financial advisor.” The very first step is to identify family members so you can have conversations. The second step is to get introduced to them. Lee is going to show the critical language you need to use to get those introductions.

Who Should Attend?

This course is open to any financial advisor with at least one client.

Who will benefit most?

Advisors with several hundred clients who want to grow but prefer organic growth.

You will also learn:

• Why your clients may already be referring you, only you don’t know about it.
• Why asking for referrals hurts your brand.
• How to thank clients for their referrals and in the process develop more referrals.

Referrals without Asking

Wednesday, May 14th
10:00 a.m. ET
Register Here

Wednesday, May 14th
4:15 p.m. ET
Register Here


Copyright 2014. Bill Good Marketing, Inc. All Rights Reserved.

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