At the top of every financial professional's wish list lies the desire to receive an endless stream of referrals from the clients you've already helped - never having to prospect again. Imagine discovering the formula for consistent referrals that already exists and has nothing to do with "wishing".
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:
This is just a preview of a powerful process that could change the way you address referrals. Unfortunately, something this powerful requires more time to explore if you want to "get it right."
The Personalized Brokerage Services Business Development Team will evaluate and explain the "complimentary implementation" option to qualified financial professionals. Contact us today to learn more.