10 Steps to Building a Referred Lead Engine

Volume 1 : 10 Steps to Building a Referred Lead Engine

A recent study from Peter Montoya Inc. disclosed that there are more than 20 distinct marketing and practice building tools available to financial service professionals. Despite all of these options, the number one marketing choice remains:

• Referred leads/referrals from clients and prospects

Another study, conducted for Janus Labs, indicated that fewer than 11% of all financial advisors regularly ask for referrals. If you fall into this category (and it’s almost a 90% chance that you do), and you’d like to move into the select group of advisors who build their practice by obtaining a continuous flow of high quality referrals, then my workbook is right for you.

10 Steps to Building a Referred Lead Engine will show you how to implement a proven marketing system which covers effective use of the Fact Finder, how and when to ask for referrals, and how to record and evaluate your prospecting efforts. Order and download this valuable prospecting workbook here or see package pricing.

My workbook provides a 10 Step process/system which will help you:

• Learn how to use a Fact Finder more effectively, so that you can...
• Capture names that will help you start a referral conversation which will...
• Help you obtain a continuous flow of high-quality referrals to your ideal client. The goal is for the successful adviser to work with ideal clients 80% of the time.
• The system also provides all the necessary support forms you’ll need as well as...
• 7 different ways of contacting new referrals (The Friendly Introduction System)
• This system is low-keyed and respectful of you and your client, and doesn’t depend on gimmicks. All that’s needed is the regular use of proven prospecting elements that are easily integrated into your sales system.

Sample Pages