If contacting the people you already know to talk to them about their financial or insurance situation is uncomfortable, watch Sandy’s latest Vlog video. keep REACHING…
Satisfaction is the lowest acceptable level of service to a client. You have to know you deserve referrals–and to really earn them, you have to go for the gold!
The referral conversation became uncomfortable because the advisor was uncomfortable. “Will my client think I’m needy?” You have to know that referrals are good for your clients by remembering that it’s not about you; focus instead on your desire to help. Now’s the time to join my *REFERRAL MASTERY WEBINAR SERIES*, Six Thursdays starting October 15th at 2pm EDT. The Early Registration price will
Advisors and other salespeople often mistake “selling” for the art of persuasion. But really, it’s about making meaningful (sometimes emotional) inquiries into your prospects’ lives, so that they can determine for themselves that you have what they need.
You got into your business because you wanted to help people. But the people you help want to do the same! Change your mindset to give CLIENTS the opportunity to serve those they love by referring them…to you. _____________________________________________________________________ Take advantage of my 17 years of experience working with financial and insurance advisors at all
Sandy explains how “I would do it if only I had the confidence” is a backwards concept, and how to get the confidence to get things done.
What’s one of the biggest lies we tell ourselves? You may recall you have to choose to accomplish anything in business. But it all starts with a desire to change, and sometimes, when we’re honest with ourselves, we’re even missing that. Sandy will help you to uncover your truth–and to tackle the problem.
We’ve heard all the theories on the “right timing” of getting referrals from your clients. But there’s an easy way to tell if it’s ok to ask! First, ask about the relationship…using the core questions in this week’s PowerMinute. _____________________________________________________________________ Register for My Webinar Today! Take advantage of my 17 years of experience working with financial
Create a referral network with Centers of Influence by finding someone you can act with. An advisor and an attorney, for instance, can create an infinite feedback loop of referral relationships just by mutually agreeing to send clients to one another. Sandy explains how to “trade referrals” thoughtfully with COIs in this month’s Power Minute.
Shift your perspective around asking for referrals, and more will follow. Sandy can help you move away from your NEED–the ugly thing that gets in the way. * * * If you’re a financial or insurance professional, register today for my six-week Referral Mastery Webinar Series, beginning June 16th. Learn an entire referral system that will