Welcome to the Referral Training Center

Most advisors want more referrals but hate bothering their clients to get them. The old methods of putting pressure on clients for names and phone numbers are no longer effective. This video training course and community are the result of more than 20 years of interviews with clients to learn how to approach them more effectively about referrals.

What you can expect to learn inside:

· The seven most common reasons that clients and COIs say they do not refer.
· The five characteristics that must exist in your relationships for them to consistently refer.
· A step-by-step process for engaging your relationships to earn more and better referrals.
· Exactly how to handle when a client says, “I gave your name to someone.”
· What COIs need from you to trust you enough to refer.

Do not miss the chance to learn from a global authority on referrals and learn a process to increase your referral activity and close rate!