Downloadable Workbooks
- Volume 1: 10 Steps to Building a Referred Lead Engine Summary / Detail
- Volume 2: Building a Center of Influence Engine Summary / Detail
- Volume 3: 7 Steps of Highly Effective Agents Summary / Detail
- Volume 4: 21 Irrefutable Elements of an Effective Sales System Summary / Detail
Individual Workbook
List Price: $39
Buy any 2 Workbooks
List Price: $78
$59
Save 24%
Buy any 3 Workbooks
List Price: $117
$79
Save 32%
Buy all 4 Workbooks
List Price: $156
$99
Save 36%
Welcome to my Workbook section. Each of the workbooks has been developed in response to specific client requests. Quite honestly, when I began coaching I had no idea there would be a demand for these workbooks; I had assumed that easily usable training tools were already available.
But as I continued to receive requests for very specific coaching assistance, writing and publishing the following workbooks was a natural outcome of my coaching practice. Each workbook covers one very important issue:
- Referred Lead Prospecting (referrals from prospects and clients)
- Center of Influence development (obtaining referrals from professionals)
- Strategic sales processes (make that sale!)
- Comprehensive career evaluation (work-life balance)
The format of this section of my website is straightforward:
- A brief description of each workbook.
- A simple and easy way for you to purchase and download the workbook.
- Additional information should you desire more details about the workbook.
- A special multiple purchase discount.
Workbook Delivery
All workbooks are available immediately for electronic delivery (download), and are in the Acrobat Reader-PDF format. If you need to install Adobe Acrobat please click the icon to download the free reader now.
THE SALES SERIES — Volume 1
10 Steps to Building a Referred Lead Engine
Subject: Obtaining referred leads from clients and prospects
Product type: Downloadable Workbook
- Do you receive a continuous flow of high quality referrals?
- Are you working with ideal clients at least 80% of the time?
Key Parts of this referred lead workbook include:
- How to implement an easy-to-use and effective system for obtaining referred leads to your ideal clients
- How to use your Fact Finder to capture the names of future referrals
- A 3-step method to easily obtain the names of future prospects
- How to manage your referred lead system for maximum efficiency
3 Important Facts:
- There are more than 20 practice-building marketing choices; obtaining referred leads is the best method.
- Agents report that prospecting is the #1 problem in growing a practice.
- A Janus Labs study indicated that only 11% of advisors ask for referrals on a regular basis.
This workbook provides surefire ways to consistently obtain high quality referrals to your ideal prospects.
Order and download this workbook now; or click here for more details >>
Any 2 workbooks $59 · Any 3 workbooks $79 · All 4 workbooks $99
(Multiple purchase discount in the cart appears after you click on "Check Out")
THE SALES SERIES — Volume 2
Building a Center of Influence Engine "The Relationship System"
Subject: Obtaining referrals from professionals
Product type: Downloadable Workbook
Obtaining referrals from 3rd parties is the best kept marketing secret in the financial services industry. If you’d like to learn and implement an utterly dependable method of receiving 3rd party referrals, order and download this workbook.
Order and download this workbook now; or click here for more details >>
Any 2 workbooks $59 · Any 3 workbooks $79 · All 4 workbooks $99
(Multiple purchase discount in the cart appears after you click on "Check Out")
THE SALES SERIES — Volume 3
7 Steps of Highly Effective Agents
Subject: Make that sale!
Product type: Downloadable Workbook
An audacious claim: This workbook provides state of the art selling techniques because it demonstrates how you can seamlessly improve your Fact Finding skills, find future prospects, eliminate poor prospects and install a simple and effective sales activity log.
Order and download this workbook now; or click here for more details >>
Any 2 workbooks $59 · Any 3 workbooks $79 · All 4 workbooks $99
(Multiple purchase discount in the cart appears after you click on "Check Out")
THE SALES SERIES — Volume 4
21 Irrefutable Elements of an Effective Sales System
Subject: Work-life balance
Product type: Downloadable Workbook
Do you have to struggle for 20 or 30 years to achieve effective sales processes and a work-life balance? It need not be so. Discover how you can get back on track, or stay on track to having a meaningful work-life balance.
Order and download this workbook now; or click here for more details >>
Any 2 workbooks $59 · Any 3 workbooks $79 · All 4 workbooks $99
(Multiple purchase discount in the cart appears after you click on "Check Out")