Stop Asking For Referrals

Date: Tuesday 16th February

Time: 11am

Speaker: David J Scarlett

We will be exploring the myths about asking for and gaining referrals, as well as how you can provide clients and professional introducers with a much better way of helping you.

Learning Objectives

• To list the 5 real reasons why clients don’t refer others to you
• To know what will magnify the chances of introductions from Centres of Influence
• To Identify the single most overlooked referral strategy

Aim of The Workshop

To demonstrate to Advisers why their clients and other Professionals don’t introduce a steady stream of quality clients.

And how to reverse that trend.

Content

• Why asking for referrals has a very low success rate… and only builds up problems for the future
• Why you’re wasting time and energy trying to “attract” or “get” referrals. And how you can “create” them
• 3 things that will make you more attractive to Professional Introducers
• What clients truly value – if only you’d ask them!
• Understanding the 7 steps necessary in attracting quality referrals

About David

David's work focuses on helping already successful leaders and financial planners to make a profound difference in their client lives, whilst building a more inspiring, truly wealthy business.

He teaches leadership, client creation and life planning strategies, that ignite and transform the very spirit of your firm – and its people.

He is recognised as a provocative thought Leader, an international conference speaker, and a best-selling author of three books (including Amazon Top 20).

He’s the founder of The Soul Millionaire® – the ‘Deep Change’ Leadership and Strategy coaching firm.

David's insights and expertise flow initially from 20 years as a Financial Adviser and fee-based Financial Planner.

Since then he has invested more than 15 years in coaching the leading-edge adviser community… as well as financial services corporate executives… helping to transform both their businesses and their lives.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Ipswich, Suffolk and North Essex, which is acting as the host institute for this event.