your new client program what will you write in the “wet cement”? introducing the 90 day...
TRANSCRIPT
Your New Client ProgramYour New Client Program
What will you write in the “Wet What will you write in the “Wet Cement”?Cement”?
Introducing the 90 Day Dazzle™Introducing the 90 Day Dazzle™
How many of you receive all How many of you receive all the referrals that you need to the referrals that you need to
build the practice of your build the practice of your dreams?dreams?
How many of you receive all How many of you receive all the referrals that you need to the referrals that you need to
build the practice of your build the practice of your dreams?dreams?
Why don’t we receive more?Why don’t we receive more?
The 2 most common reasons The 2 most common reasons that we don’t receive enough that we don’t receive enough
referrals referrals
The 2 most common reasons The 2 most common reasons that we don’t receive enough that we don’t receive enough
referrals referrals
1.1. We don’t askWe don’t ask2.2. We feel that it might strain the We feel that it might strain the
relationship or that we might relationship or that we might not yet have earned the right not yet have earned the right to ask.to ask.
Your New Client ProgramYour New Client Program
What will you write in the “Wet What will you write in the “Wet Cement”?Cement”?
Introducing the 90 Day Dazzle™Introducing the 90 Day Dazzle™
Day 1— an introductory call from Sales Assistant Day 1— an introductory call from Sales Assistant
Days 2-3—Handwritten thank you note from FADays 2-3—Handwritten thank you note from FA
Day 4—Call back from SA asking for questionsDay 4—Call back from SA asking for questions
Day 10- A personalized gift (usually under $20) from the FA and SADay 10- A personalized gift (usually under $20) from the FA and SA
Day 15—Client OrganizerDay 15—Client Organizer
Statement Day— Courtesy Call from the Sales Assistant Statement Day— Courtesy Call from the Sales Assistant
Statement Day + 10— The UFA referral letterStatement Day + 10— The UFA referral letter
Statement Day +20—The UFA Referral ConversationStatement Day +20—The UFA Referral Conversation
Day 60 New Client Appreciation Lunch Marketing SequenceDay 60 New Client Appreciation Lunch Marketing Sequence
Day 90 New Client Appreciation LunchDay 90 New Client Appreciation Lunch
The 90 Day Dazzle™
Mastering the Referral Mastering the Referral Conversation Statement Day Conversation Statement Day
+ 20 Days+ 20 Days• Have a conversational Have a conversational
catalystcatalyst• Gently interruptGently interrupt• Elicit feedbackElicit feedback
– Accept Accept – TransferTransfer– Solicit ReferralsSolicit Referrals
Answer the “Referral Answer the “Referral Objections” before they Objections” before they
occuroccurMy 4 Rules of ReferralsMy 4 Rules of Referrals
• Your confidentialityYour confidentiality
•Their confidentialityTheir confidentiality
•Constant UpdatesConstant Updates
•Service Level GuaranteeService Level Guarantee
Additional ResourcesAdditional Resources• Follow up packetFollow up packet
– E-mail at E-mail at [email protected]@UltimateFinancialAdvisor.comom
– Explore packages at Explore packages at www.90DayDazzle.comwww.90DayDazzle.com
Web Web www.UltimateFinancialAdvisor.cowww.UltimateFinancialAdvisor.comm
Phone:Phone: 941-753-6560941-753-6560