Andrea Bullard has developed a NEW and CUTTING-EDGE process for the referral skill that will REVOLUTIONIZE your business. With 11 years of coaching experience in the insurance and investment industry, Andrea has studied this skill and repeatedly saw clients who had lost opportunities. The following are some of the problems she observed:
Problems…
| Problem #1: |
A financial rep can make a sale and not ask for referrals. This means that
asking for referrals is not part of the sales process.
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| Problem #2: |
The financial reps forget to ask. |
| Problem #3 |
Financial reps do not have exact language for asking. |
| Problem #4: |
The financial rep is trying to discover who their client/prospect might know
without any prior research. Therefore, the client/prospect has to think and
work to give names.
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| Problem #5: |
Most financial reps are currently hiring Marketing Assistants as cold-callers.
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| Problem #6: |
If a financial rep gets a referral, many times this referral is either left in the
folder because it was written as notes on the fact finder, or it was written on
a small piece of paper which gets lost. Therefore, many referrals never get
processed because there is no developed business system.
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Solutions…
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Andrea has created Market Research Kits which will become part of a financial reps sales process and market research process. |
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Andrea’s Referral Skill Book and Seminar will train a financial rep on how to make referrals an automatic part of the sales process. |
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Andrea will teach financial reps how to effectively use a “marketing assistant.” |
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She will teach your team how to research. |
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Andrea’s process will train the financial rep on how to gather data and materials which can be used for future research. |
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Andrea will train you on how to create a business system for the referral skill. |
Testimonials…
"…I got 185 referrals last month by using her system."
"…wonderful, fabulous, great."
"…I am now getting 60 referrals EVERY month."
Three Ways To Get This System
Purchase The Referral Skill System Book - $50.00
This book will give you Andrea Bullard’s Referral System in detail. It includes
the following:
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Sample language from top producers in the industry. |
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Details on how to research, including web sites to find names of top doctors, attorneys, and professionals. |
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Explanation and details on how to use the Market Research Kits. |
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Top web sites for marketing. |
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How to create your own referral system and language. |
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Sample Feeder Categories from top producers in the industry. |
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Objections and exact language on what to say in response. |
Purchase Market Research Kits
These are professionally printed files which should be taken to every financial rep’s meeting. On the left side of each file are the fact finding questions; on the right side is the referral tracking form; and the form for gathering names is in the middle. Purchase these files and you will be ready to immediately start the Referral Skill System and get hundred of names!
Arrange a seminar to take place in your agency
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