Referrals are the BEST source for New Clients
Referrals are the EASIEST to Close (70-90%)
Referrals STAY on your books
Referrals typically Refer You AGAIN
Referrals purchase MORE
Referrals just make sense.
Agents/Advisors only have 2-3 current referral partners. In Reality you need 15-20 to make your business GROW!
Even if you had more referral partners you have no SIMPLE Process to refer business to You.
Coffee, Doughnuts, Lunch or even Amazon Gift Cards don't do the trick as far as incentivizing them to send you ALL their business!
Whether you want to talk to Loan Officers, Realtors, CPAs or Attorneys we use the power of LinkedIn to hand you preset appointments with new potential referral partners! Our team will engage, prospect and set appointments directly in your calendar. No more spending time at networking events or Flintstoning around town!
Referring business to another professional is usually not a simple task! We make it easy by providing you customized Flyers that your referral partners can include in their packets!
After handing out the flyer, your referral partner can hop on to your customized website and submit the referrals information directly! You are then notified by email that you have a new referral inside your dashboard!
from a Referral! Our process WOWs them out of the gate as well as put the needed
follow up touch points to get them Referrals the want!
A small gift goes a long ways! When you land a new client from a referral, you customize and ship a gift on behalf of your referral partner, making them look fantastic to the new client!
Following up CONSISTENTLY and ASKING for referrals is probably the 2 biggest disciplines most sales people lack! We take it off their shoulders and automate BOTH. We send personalized post cards every 4-6 weeks that are specifically designed to ask for and generate new Referrals!
“I have tried other products that worked fine, but this was on a different level. Not only does it do the basics but it allows for so much follow up. Will definitely recommend”
Landey Patton - State Farm
St Louis
“I have tried other products that worked fine, but this was on a different level. Not only does it do the basics but it allows for so much follow up. Will definitely recommend”
Christie Pie - Allstate
Houston
“In just about 60 days we added $300k in annuities and $1.1 mil in AUM from old 401k rollovers, and it was all from LinkedIn.”
David Bernhardt - WesPac Wealth
San Diego