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Unlock Referral Success with the 90-Day Dazzle™ Program

Discover the secrets to receiving more referrals and building the practice of your dreams with the 90-Day Dazzle™ Program. Learn the common reasons we don't get enough referrals and how to overcome them. The program includes a step-by-step guide for client engagement and mastering the referral conversation. With personalized gifts, appreciation lunches, and a proven marketing sequence, you can boost your referral rate and grow your business. Contact us to explore packages and start unlocking your referral success today.

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Unlock Referral Success with the 90-Day Dazzle™ Program

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Presentation Transcript

  1. Your New Client Program What will you write in the “Wet Cement”? Introducing the 90 Day Dazzle™

  2. How many of you receive all the referrals that you need to build the practice of your dreams?

  3. How many of you receive all the referrals that you need to build the practice of your dreams? Why don’t we receive more?

  4. The 2 most common reasons that we don’t receive enough referrals

  5. The 2 most common reasons that we don’t receive enough referrals We don’t ask We feel that it might strain the relationship or that we might not yet have earned the right to ask.

  6. Your New Client Program What will you write in the “Wet Cement”? Introducing the 90 Day Dazzle™

  7. The 90 Day Dazzle™ Day 1— an introductory call from Sales Assistant   Days 2-3—Handwritten thank you note from FA Day 4—Call back from SA asking for questions Day 10- A personalized gift (usually under $20) from the FA and SA Day 15—Client Organizer Statement Day— Courtesy Call from the Sales Assistant Statement Day + 10— The UFA referral letter Statement Day +20—The UFA Referral Conversation Day 60 New Client Appreciation Lunch Marketing Sequence Day 90 New Client Appreciation Lunch

  8. Mastering the Referral Conversation Statement Day + 20 Days Have a conversational catalyst Gently interrupt Elicit feedback Accept Transfer Solicit Referrals

  9. Answer the “Referral Objections” before they occur My 4 Rules of Referrals Your confidentiality Their confidentiality Constant Updates Service Level Guarantee

  10. Additional Resources Follow up packet E-mail at BobCobb@UltimateFinancialAdvisor.com Explore packages at www.90DayDazzle.com Web www.UltimateFinancialAdvisor.com Phone: 941-753-6560

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