Thursday, January 29, 2015

How to turn referrals into introductions - Generating High-Value Referrals



Bill addresses how to turn referrals into introductions by taking a lesson from the Food & Drug Administration. It takes a strong collaborative effort for a strong introduction that doesn’t fall through the cracks. Bill talks about approaching referral prospects in a way that leverages the full value of referrals. You can also create introductions through client events / event marketing.

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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