The Referral Detective Strategy

FACT:  Every financial advisor recognizes that the key to building a thriving, quality book is referrals.

FACT:   Only about 2-3% of financial advisors actually have any kind of systematic approach for generating referral business.

FACT:  Asking for referrals is awkward and uncomfortable, yet critical to long-term success.

SOLUTION:  The Referral Detective Strategy© comes as close to the magic bullet for building your business as there is. It's easy, low-tech, low-stress and my clients are currently enjoying a phenomenal success rate with it. If you're diligent, the Referral Detective Strategy© is all you'll ever need to build your business for the rest of your career: 

  It allows you to prospect all the time with no stress.

  It virtually eliminates the discomfort and awkwardness associated with   asking for referrals.   

  You take all the pressure off of the client to "think up" someone to refer to you.

  It trains your ear to hear opportunities you wouldn't have noticed before.    

  It allows you to pre-qualify at least on a basic level.

  It is a systematic approach to referral business that generates a lot of potential referrals each and every month. My clients are averaging 12-16 potential referral opportunities every month just by paying attention.  

FACT:  Introductions are far more effective than referrals.

Basic Premise: Brokers leave a tremendous amount of money on the table by not paying attention in casual conversation.

Want To Know More About Referral Detective?

Executive Transformations

304 Williamsburg Dr.

Gulf Breeze, FL

850-934-7227

erin@executivetransformations.com