Meetings and Events
Horsesmouth's "Advisorfest"
Leading Your Own Referral Revival
Presenter: Bob David, a 20+ year industry veteran, is an advisor coach and referral expert based in Richmond, Va.
This is the prospecting opportunity of a lifetime, yet many advisors have lost faith in their ability to grow their business through referrals because of circumstances beyond their control.
Some advisors fear raising the referral topic because of poor portfolio performance. Others question in their minds whether they are "referral worthy" and now their referral conversations project uncertainty. This session is designed to help you dramatically change your referral mindset. You'll learn how to:
- Develop unshakable referral self confidence regardless of what is happening in the markets
- Avoid referral request traps and pitfalls that sabotage results and doom your efforts
- Target the right prospects the right way at the right time
- Build effective referral scripts that are conversational and flow naturally
- Get clients to "see the light" and spread the word about you for you
- Convert your clients into "true believers" in what you are doing and why
- Implement a referral strategy you can believe in.