Sales Referral Coaching Program

Referral Rich

Topics: Sales Referral Coaching, Sales Coaching Program

Are You Ready to Be Referral Rich™?

Take the Referral Rich Quiz:

  1. Do you want an abundance of high quality prospects eager to talk with you?
  2. Are you ready to vanquish the word "cold call" from your vocabulary forever?
  3. Do you need a confidence and revenue booster shot to regain momentum?
  4. Are your prospecting efforts non-existent, inconsistent and/or ineffective?
  5. Do you ever wonder if there is a better way to get more, better referrals?
  6. Would you like a real business edge over your competition?

If you answered "Yes" to any or all of these questions... then you are ready to be Referral Rich!

Bob David understands just how tough it can be building a clientele. That's why he developed this exclusive, proprietary coaching program. Whether you are an entrepreneur, sales professional or licensed advisor, the key to growing your business is through referral. The only real question is "HOW?" That's why you need Referral Rich.

What is Referral Rich?

  • 90 day one on one, in-depth personalized referral coaching program
  • Based on Bob's proven experience and proprietary coaching approach
  • Complete personalized referral strategy development and implementation

What will Referral Rich do for me?

  • Develop unshakable referral self confidence
  • Create powerful, personalized referral phraseology that flows naturally, effortlessly
  • Learn how to approach the right people, the right way at the right time
  • Witness the power of getting others to do your prospecting for you
  • Have a customized referral strategy and implementation follow up plan
  • Get access to Bob for situational consulting, objective feedback and accountability

Why hire Bob as your Referral Coach?

  • He's successfully done it himself
  • He's a recognized referral expert
  • He knows how to get you results
  • He's coached others to referral success
  • He's got exclusive inside information about approaching Centers of Influence

How Can I learn more?

Contact Bob for a free, no obligation referral strategy consultation.

Experience the difference it makes having your own referral coach by your side.





Are you looking for referral help
across your firm or business?


Bob offers Referral Rich; 50 minute presentations, 1/4 day and 1/2 workshops...

for Financial Firms ›
for Businesses ›

"Bob David's session, 'Leveraging Relationships into Quality Referral Sources', received a grade of 4.6 out of 5, which was among the top scores at our recent conference.

Some of the written feedback included: 'Outstanding low-key approach to getting referrals - 30 years in securities and this is the first time I've heard this type of approach'...'Good information about referral anxiety - other reps don't talk about this'...'One of the best presentations I've attended. Great!"

- Rob Gannon, Vice President
   Private Client Group, SIFMA
   (Securities Industry and Financial
   Markets Association)