Overcoming Obstacles to Begin Receiving Referrals TODAY!

CT#1454 1-29-16 This material is designed for financial professionals.

PBS White Paper: Overcoming Obstacles to Begin Receiving Referrals TODAY! At the top of every financial professional’s wish list lies the desire to receive an endless stream of referrals from the clients we’ve already helped – never having to prospect again.

Imagine discovering the formula for consistent referrals already exists and has nothing to do with “wishing”.

What if we found out this formula could be applied successfully by any one of us, but will not be found in sales books or delivered from a stage?

Wouldn’t it be interesting to learn the true step-by-step methodology for long-term referral success has been revealed by consulting an obvious, yet elusive resource?

There is only one supplier of this truth and techniques we seek. Only one knows factually what we can only theorize.

If we want to master the art of obtaining referrals, we’re going to have to begin by apprenticing under the greatest teacher of all time – our clients.

The good news is, much of the work has already been done for us. From this basic client centered exploration, several very interesting and exciting Referral Focus Factors™ have been discovered:

1. Some people will never give referrals and we must have a way of knowing who they are – think of how many times we may have accidentally touched this hot stove, never venturing down this path again, but it wasn’t our technique, it was our lack of understanding this critical focus factor.

2. We don’t really ask for referrals, we just

convince ourselves we had. But client interviews offer opposing evidence. The good news is these same interviews pointed out what we’ve done wrong and how to correct this critical focus factor.

3. Where there’s a will, there must also be a

way. Instead of being lucky on occasion, we need a systematic methodology to hand to our clients who want to refer. There is no sense going this far if we’re not going to hand them “how” as the final focus factor.

There are three common reactions to those who’ve discovered the Referral Focus Factors™.

1. I wish I’d heard about this years ago - Good news, it’s never too late to begin.

2. How do I get started – I want to implement these steps immediately.

3. This looks like work – too many steps (3) so I am going to just keep spending thousands prospecting or just settle earning less than I’m worth.

CT#1454 1-29-16 This material is designed for financial professionals.

For those still reading, we simply understand mastering referrals is less daunting than turning the rusty crank of our old prospecting engines.

There is no doubt the documented referral language that will…

1. Identify those who will refer and those who won’t

2. Effectively ask for referrals 3. Explain “how” to refer someone to us

…already exists and can be implemented within 24 hours.

Anything this powerful, however, requires a little more time than this document if we want to get it right.

The good news is some financial professionals have already blazed the trail and a suite of tools with a team of implementation coaches already exist for those of us ready to begin.

For those interested in turning this information into implementation contact Personalized Brokerage Services at 866-964-1905.

The personalized coaching and implementation team will evaluate all applicants and explain the “free implementation” option to qualified financial professionals.