Wednesday, January 28, 2015
How to approach clients for referrals without pushing or begging - Generating High-Value Referrals
There are 7 great ways in promoting referrals using the VIPS Method for referrals and introductions. And how do you address clients, who feel uncomfortable talking about giving recommendations and referrals. This episode focuses on the "approach" to our existing client base.
Syndicated financial columnist and talk show host Steve Savant interviews nationally recognized client referral expert Bill Cates, President of Referral Coach Academy. The vast majority of financial advisers and insurance professionals are continually seeking out new clients. The acquisition cost of a new client can be expensive and time consuming. Bill's methodology of acquiring high value prospects and clients through referrals and introductions is unique in practice enhancement services.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
Powered by Ash Brokerage
At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.Learn More >>
Give Us A Call: (800) 589-3000
© 2013 Ash Brokerage Corporation
This web site is for appropriately licensed independent advisors, insurance professionals and/or registered representatives. Not intended for public use.