THE ULTIMATE REFERRER

Key Insight #1: Prioritize creating an invaluable client experience before seeking referrals.

 

What defines a valuable experience?  Emphasize three essential components:

 

  1. Inspired Intelligent Planning: Pose profound questions and offer specific, strategic advice that truly impresses your clients.

  2. Powerful, Purposeful Negotiating: Treat their finances with the care you would your own. Be a "fighter" in maximizing their gains and savings.

  3. Obsession With Overseeing Transactional Details: Leave no stone unturned. As their trusted advisor, guide them through the intricate paperwork and myriad signatures, ensuring clarity in every transaction.

 

By excelling in these three areas, you create a client experience worth sharing. 

Is it time to refine your planning calls, negotiating, and detail-oriented skills? As we approach Q1, it's the perfect season to elevate your expertise.

 

Key Insight #2: Focus on giving rather than receiving.

 

The mantra of "Lead with a giving hand" rings true. If you seek referrals, be generous in giving them. Challenge yourself and team to provide a referral in every conversation. Here are examples to illustrate:

  • Recommending a great dining experience at ______________________.

  • Praising the meticulous car detailing at ____________________.

 

Remember, give what you wish to receive. Try the "10 to 1" game – refer 10 people before expecting a single referral.

 

Key Insight #3: Align your attention with your intentions.

 

Envision a consistent flow of 5-star referred prospects drawn to your inspired planning, purposeful negotiating, and meticulous transactional oversight.

Understand that the purpose of your business is to be referred to; it's not just a marketing strategy but the essence of your business.

Benefit from learning systematic approaches to establish a purposeful referral system.