Tuesday, January 27, 2015

How to create client engagement - Generating High-Value Referrals

Interestingly enough, referrals and introductions can be acquired without asking for them. Oddly enough, client satisfaction and loyalty don't generate referrals. This episode lays the ground work for the entire series Acquiring High Value New Clients through Referrals and Introductions.

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

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.

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