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8 Steps To Increase Referrals

Simon Reilly

NAIFA Vermont

NAIFA Vermont invited me to speak at their NAIFA Vermont Annual State Spring Sales Conference on May 11, 2016, where I’ll be delivering The Inspirational Tipping Point on the main stage along with the following 8 Steps To Increase Referrals.

Please find the following 8 Steps To Increase Referrals CE Accreditation Submission.

8 Steps To Increase Referrals

Presented by: Simon Reilly Leading Advisor Inc.

Simon Reilly
Leading Advisor Inc.
Tel: (250) 248-6012 / 1-877-248-6012 Fax: (866) 902-4066
E-Mail: sreilly@leadingadvisor.com
Relevance: Improving marketing via niche specific content marketing

Summary: Become a recognized expert delivering client value added content that will create a scalable and long-lasting referral process

5 Minutes

  1. Understand clients refer when you demonstrate value
    1. To receive value you must add value
    2. Add value by asking the right questions
    3. Your clients will add value to you
    4. First, make deposits into their emotional bank account

5 Minutes

  1. Segment Clients/ Discover & Commit To Becoming A Recognized Expert In 1-3 Niche Markets/
    1. Alumni
    2. Association / Club
    3. Church
    4. Business / Career
    5. Hobby

10 Minutes

  1. Affirm Client Commitment/Review Client Value Received Via
    Three Biggest Improvements Re

    1. Financial Plan
    2. Debt reduction
    3. Increase in assets
    4. Protection of assets
    5. Saving tax
    6. Leaving a legacy

10 Minutes

  1. Client Interview
    1. The 3 biggest improvements / roadblocks the client would like help with;
      1. Alumni
      2. Association / Club
      3. Church
      4. Business / Career
      5. Hobby
    2. Confirm the help the client needs
    3. Research value added content/solutions
    4. Produce/write value added content/solutions
    5. Deliver value added content/solutions

5 Minutes

  1. Research Value Added Content / Solutions
    1. Book and magazine store
    2. Google
    3. Your company
    4. Your experience
    5. Your library

5 Minutes

  1. Produce/Write Value Added Content / Solutions
    1. Copy / Paste with Full Accreditation
    2. Mashup Content / Author Content

5 Minutes

  1. Deliver Value Added Content
    1. Deliver value added content with a view to adding value re;
      1. The 3 biggest improvements / roadblocks the client would like help with;
        1. Alumni
        2. Association / Club
        3. Church
        4. Business / Career
        5. Hobby
    2. Deliver value added content via direct mail, e-mail, hand, social media

15 Minutes

  1. Ask For Referrals
    1. Acknowledge client’s commitment
    2. Affirm client commitment / Client value added received
    3. In respect to value adds that associates, family & friends may receive
    4. Who else (referrals); associates, family & friends would appreciate the value adds
    5. Deliver value adds to (referrals) associates, family & friends over 90 – 120 days
    6. Direct mail, e-mail, phone, social media (referrals) associates, family & friends for appointment
    7. Repeat e. and f.