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.

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