Dear [Financial Advisor],

 

In today’s financial landscape, client satisfaction and referrals are based on meeting expectations, relationships, trust, and lasting impressions and experiences. It’s time to evaluate your promises, commitments, and client experiences if you want to get more and better referrals.

 

Picture this scenario: You promise to meet with a client twice a year, yet fail to uphold that commitment. It’s a misstep that can tarnish your credibility and erode client trust over time. It’s a scenario many of you have encountered, and it’s detrimental to your professional reputation and ability to be referred.

 

Consider this perspective: Would you refer a professional who consistently underdelivered on promises? Unlikely. Clients crave more than just transactions; they seek trust and meaningful experiences that validate their trust in you.

 

Broken promises and commitments erode trust.

 

Next, reflect on your review meetings. Are they uninspired routines, lacking enthusiasm and depth? If so, it’s time for a transformation. If you are not excited about your review meetings, then why would your clients get excited? We must reimagine these interactions as opportunities to create memorable experiences, leaving both parties inspired and eager for more. Give your clients a “wow” experience they will want to share with their friends, family, and other professionals.

 

No one likes to attend boring meetings.

 

By prioritizing the client experience at review meetings and delivering on your commitments, you not only cultivate loyalty but also ignite a ripple effect of referrals. Commit to scheduling every review meeting that you promised your client. Next, make every client review meeting and interaction a remarkable experience. When you change these two factors, then watch your referrals grow!

 

Your coach,

 

In my Referral Mastery Lab I am going to share several other blind spots that you can correct to help you get more referrals. I invite you to join me.

 

I am inviting you to join me…

REFERRAL MASTERY LAB

Thursday, March 14 @ 11 am – 2 pm

 

 

If you have struggled with Referrals.

 

If you think you are NOT good at gathering referrals.

 

If you want to “master” the Referral Skill and implement a Referral Skill System that generates referrals every day…

 

Then I invite you to join me on

March 14 @ 11 am-2 pm.

 

Here’s what you will learn:

 

 Learn the one skill that needs to be mastered to grow your referrals. And, it’s not what you think.

 

 Discover your passion and mission in your business.

 

 Create your own “authentic language” when asking for referrals.

 

 Stop feeling “salesy” when asking for referrals.

 

 Know how to handle EVERY objection when asking for a referral.

 

 Create an ATM machine for referrals…The Market Research Kits.

 

 Discover the email that will get your Referrals immediately scheduled.

 

Please click the link below to sign up. Remember, successful people take action!