Productivity Tools

Get 5-10 More Referrals Every Week Get all the Referrals You Will Ever Need

Start generating referrals this week with these easy-to-implement strategies you can put to work today. In this live recording of the hugely popular Referral Mastery workshop, you will learn 5 powerful strategies that other advisors are using to add 5-10 more referrals per week. These strategies put you in control of the referral process so you determine whatever quantity and quality of referral you desire.

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Add to cart Strategy-packed CD and workbook.
Sale Price: $27
Get More Done in Less Time with Less Stress Get More Done in Less Time with Less Stress

You can continue to grow your business and deliver high quality service consistently to your client base - if you have the right time management strategies and tools. This toolkit will provide you the tools so you GET CONTROL of your day, consistently prospect, and deliver world class service.

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Add to cart Strategies Toolkit.
Sale Price: $27
How to Develop Clients into Advocates How to Develop Clients into Advocates
Toolkit includes CD and Advocate Profile

Let your clients break down doors and become powerful business generators for you!

Start leveraging the enormous influence your clients have to get you introduced to exactly the people you want, at exactly the right time, and in exactly the way you want. On this CD, you will learn the critical criteria you want in a powerful advocate, what steps to take to develop them into advocates, and tips on how to coach them so they both get you in front of key decision makers and “set the table” so you are well received. You'll hear many examples of how others have done it and you'll be stimulated by the ideas on forging strong partnerships with your clients.

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Add to cart CD Toolkit and Advocate Profile.
Sale Price: $27
Generate High-Quality Referrals With Distinctive Events Generate High-Quality Referrals With Distinctive Events

How to host referral events that are fun, flawless, and profitable

Accelerate the referral process and get introduced to dozens of high-quality referrals within 90 days by hosting fun events. Learn how top advisors are attracting high quality prospects by hosting distinctive events where clients are eager to bring wealthy friends and colleagues. Learn how to set yourself apart with classy and fun events. The comprehensive toolkit will provide you step-by-step guidance including how to select the right type of events, how to get the people you want to attend, and how to follow-up so get a big payoff. You will also learn how to avoid the most common mistakes advisors make when hosing events.

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Add to cart CD and workbook.
Sale Price: $149
Mastering the Referral Process Lesson Series
31 Power Strategies for Generating all the Referrals You Will Ever Need

You can consistently generate exactly the quality of referrals you want, get introduced to each referral with a powerful recommendation, and be coached by your client on each referral’s “hot button” issue before you meet them. With the “Mastering the Referral Process” Lesson Series, you will learn 31 strategies that will progressively transform you into a stronger and stronger referral generator. You will learn and integrate these powerful strategies in an easy step-by-step process.

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Add to cart 31 mini-lesson series with bonus CD.
Sale Price: $199
How to Sell to Different Types of Buyers How to Sell to Different Types of Buyers

Consumers have different buying styles and each style requires a tailored sales approach. What works for one style of buyer can be offensive to another style. Most salespeople use only one selling style and as a result significantly limit their ability to sell to people of different behavior styles.

With this tool, you will learn to recognize your own style, how to identify the buying style of others, and how to tailor your approach so people of all styles can easily move to a "yes" decision. You will also receive a Buyers Style Selling Guide that tells you want to do and not do with different types of buyers.

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Add to cart Buying Style Guide.
Sale Price: $27
How to Get Referrals When Performance Stinks How to Get Referrals When Performance Stinks

No one is gets it right every time, in every type of market. During these periods when performance suffers, you do not have to hide from clients. You can continue to generate referrals, even when the portfolio has taken a major hit.

Learn what steps you can take to keep building strong bonds with clients even in the face of disappointing results. Learn the effective way to generate referrals during these challenging periods.

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Add to cart CD.
Sale Price: $27
Jump Start Your Referrals Toolkit Jump Start Your Referrals Toolkit

This special toolkit will get your referrals flowing quickly. Plus you save $34 by ordering them as a package. You will receive the following tools:

• "Get 5-10 More Referrals Every Week"
• "How to Quickly Develop an Elite Corps of Advocates Who Will Actively Promote You"
• "How to Get Referrals When Performance Stinks"

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Add to cart Toolkit.
(Save: $34) Sale Price: $47
Become a Referral Master Power PackageGenerate High-Quality Referrals With Distinctive Events Become a Referral Master Power Package

For advisors who want to create dramatic growth in their business through referrals, the "Become a Referral Master" power package includes a treasure chest full of strategies to generate all the quality referrals you desire. This powerful package includes:

• "Master the Referral Process: 31 Lesson Series"
• "Attract High-Quality Referrals with Distinctive Events: How to host referral events that are fun, flawless, and profitable"

When you order these as a package, you save $51. The powerful package is only $297.

Go ahead and check out the entire program for a full month. Learn the strategies, review the scripts, examine it all. If you don't feel the program will make your next event more effective and more profitable, just send it back undamaged and you will receive a full refund.

Plus Special Bonus: (a $500 value)
When you order the Become a Master Referral Generator Toolkit, you will also receive two 30 minute coaching sessions with a Referral Mastery® Coach which you can use to address roadblocks or craft a tailored strategy for a highly connected wealthy client.

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Add to cart Power Package.
(Save: $51) Sale Price: $297

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Client Results . . .

"While last year was a tough year for most advisors, for me it was a record year and so much more. While others advisors were playing defense, I doubled my assets. With the strategies and processes you help me put in place, I was able to re-structure my business to protect my clients and rapidly bring on new HNW clients. With your help, I was able to hit all my targets and bonuses. And I was able to reward myself with my ultimate dream come true. A new Shelby Cobra replica with a 500 hp - 428 Cobra jet engine. I feel like a 6 year old on Christmas morning! Thanks for helping make this happen.

P.S. Next I want you to guide me on how to structure my business so I can take off twice as much time. But remember, I also plan to grow my production by another 50%."

Chuck G., Wells Fargo Advisors

"Your program is the best "How To" on referrals that I've seen in my 22 years in this business."

Jim K, Branch Manager, Smith Barney

"I shake my head in amazement when I look back on my progress. When I started, I was lucky to get 1 referral per month. This past month I generated 40."

Paul A, Wells Fargo Advisors