Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself PDF Author: Stephen Wershing
Publisher: McGraw Hill Professional
ISBN: 0071808205
Category : Business & Economics
Languages : en
Pages : 209

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Book Description
The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it "the new referral conversation," and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique "brand" Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. "The way you have been told to attract referrals is based on an assumption that's wrong," Wershing writes. "And it is undermining your business and your relationships." You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals "Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective." -- JULIE LITTLECHILD, founder and president of Advisor Impact "The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting." -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor "Reading this book will revolutionize how you think about growing your business." -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View "This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource!" -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network "Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company "Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun!" -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself

Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself PDF Author: Stephen Wershing
Publisher: McGraw Hill Professional
ISBN: 0071808205
Category : Business & Economics
Languages : en
Pages : 209

Get Book

Book Description
The #1 way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that. Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it "the new referral conversation," and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique "brand" Harness the natural, normal social interactions of your clients to serve your marketing efforts You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business. "The way you have been told to attract referrals is based on an assumption that's wrong," Wershing writes. "And it is undermining your business and your relationships." You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation. So stop asking for referrals--and start attracting more new clients than you ever thought possible. Praise for Stop Asking for Referrals "Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective." -- JULIE LITTLECHILD, founder and president of Advisor Impact "The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting." -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor "Reading this book will revolutionize how you think about growing your business." -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View "This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource!" -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network "Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company "Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun!" -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet

Referral to Mediation

Referral to Mediation PDF Author: Machteld Pel
Publisher: Sdu Uitgevers
ISBN: 9012120675
Category : Conflict management
Languages : en
Pages : 239

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Book Description
This book provides valuable advice for sound conflict diagnosis and a professional mediation proposal, along with many practical hints and tips based on years of experience and research. Mediation in the right situations can resolve conflicts effectively. The facilitating role played by referrers is crucial. The art of referral deserves to be on the skills palette of professionals who deal with other people's conflicts in their everyday work, whether they are managers, lawyers, judges, or HR staff. They should all be able to identify opportunities for an effective mediation proposal. Research has shown that a decision to proceed to mediation is best taken in consultation with the parties to the conflict. The consultation should be preceded by a thorough diagnosis of the conflict, an investigation of the parties' interests in finding a solution by mutual agreement, and a review of the available options.

Business by Referral

Business by Referral PDF Author: Ivan R. Misner
Publisher:
ISBN: 9781885167279
Category : Business referrals
Languages : en
Pages : 0

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Book Description
No more cold calls!

Referral to the Honorable Eric H. Holder, Jr., Attorney General, of Former Internal Revenue Service Exempt Organizations Division Director Lois G. Lerner for Possible Criminal Prosecution for Violations of One Or More Criminal Statutes Based on Evidence the Committee Has Uncovered in the Course of the Investigation of IRS Abuses

Referral to the Honorable Eric H. Holder, Jr., Attorney General, of Former Internal Revenue Service Exempt Organizations Division Director Lois G. Lerner for Possible Criminal Prosecution for Violations of One Or More Criminal Statutes Based on Evidence the Committee Has Uncovered in the Course of the Investigation of IRS Abuses PDF Author: United States. Congress. House. Committee on Ways and Means
Publisher:
ISBN:
Category : Criminal investigation
Languages : en
Pages : 108

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Book Description


International Contractual and Statutory Adjudication

International Contractual and Statutory Adjudication PDF Author: Andrew Burr
Publisher: Taylor & Francis
ISBN: 1315294524
Category : Law
Languages : en
Pages : 463

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Book Description
A compilation of commentaries on the various jurisdictions where there either is, or is planned, a statutory adjudication system , this is a review of such systems worldwide in the commercial and construction fields. It features analysis by specialist advisory editors on the adjudication system in place in each separate jurisdiction, together with a copy of the relevant local legislation, and permits a comparative approach between each. This book addresses statutory adjudication in a way that is practically useful and academically rigorous. As such, it remains an essential reference for any lawyer, project manager,contractor or academic involved with the commercial and construction fields.

Professional Practice for Architects and Project Managers

Professional Practice for Architects and Project Managers PDF Author: David Chappell
Publisher: John Wiley & Sons
ISBN: 1119540070
Category : Architecture
Languages : en
Pages : 410

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Book Description
Explains construction professional practice in an appealing, succinct, and relatively informal way This book details the management of construction projects from beginning to end, concentrating on the principles underlying what construction professionals like architects do. It covers the entire process—from the initial meetings with clients through the design, recruitment of a contractor, contract management, construction, and handover—all without referencing legal cases, contract clause numbers, laws, statutes, or the complex jargon that can muddle comprehension. The first part of Professional Practice for Architects and Project Managers offers enlightening chapters that cover: professional standards, perks of the job, bonds and parent company guarantees, office meetings, letter writing, the RIBA Plan of Work, and Building Information Modelling (BIM). The second section teaches all about dealing with the clients, and includes chapters that discuss the extent of services, fee negotiations, conflicts of interest, and more. Next the book looks at such on-the-job responsibilities as surveys, ground investigations, cost estimates, work schedules, letters of intent, etc. The final section goes over everything readers need to know about dealing with a building contract in progress, informing them about advance payments, insurance, site inspections, contractor disputes, terminations, final certificates, and more. Details the entire process of managing a construction project, including dealing with clients, the design process, running a construction project, and more Highlights what the construction professionals do in their positions Shows how principles of construction management are applied in practice Written in a reader-friendly and accessible way Professional Practice for Architects and Project Managers is an excellent resource for architects and other construction professionals such as contract administrators, project managers, quantity surveyors, and contractors.

The Commercial Mediator's Handbook

The Commercial Mediator's Handbook PDF Author: Cyril Chern
Publisher: CRC Press
ISBN: 1317663462
Category : Law
Languages : en
Pages : 408

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Book Description
Mediation as a method of dispute resolution is well known and practised worldwide, and this book provides the knowledge necessary for those actively involved in mediation work as well as for those who need to learn the process. This is an invaluable guide on how to mediate, what forms should be used and what techniques can be applied by the mediator to obtain a successful result. It also provides essential guidance on how to deal with large, complex international commercial disputes and their effective administration. Key features of this book include: • In-depth discussion of both the existing and historical international case law on mediation including its history under the British Common law, European Civil law and Muslim Shari’ah law. • Analysis of the differences between the various forms of mediation agreements with sample wording to add to or modify these forms as needed. • In-depth discussion of the ethical requirements relating to mediation and mediators. • Sample forms for use in commencing mediation. • In-depth discussion of actual mediations, how they should be conducted, techniques to use and sample forms. • General forms for use in complex international mediation, form agenda and mediation statements. • Mediator disclosure forms, questionnaires for potential mediators and parties and comparison of mediation agreements and sample forms. • Discussion of how to effectively use witnesses and the preparation and presentation of witness statements in mediation. • International case studies with statements of claims and responses. This book will be essential reading for those involved in international commercial and construction mediation.

The Referral Engine

The Referral Engine PDF Author: John Jantsch
Publisher: Penguin
ISBN: 1591844428
Category : Business & Economics
Languages : en
Pages : 258

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Book Description
The small business guru behind Duct Tape Marketing shares his most valuable lesson: how to get your customers to do your best marketing for you. The power of glitzy advertising and elaborate marketing campaigns is on the wane; word- of-mouth referrals are what drive business today. People trust the recommendation of a friend, family member, colleague, or even stranger with similar tastes over anything thrust at them by a faceless company. Most business owners believe that whether customers refer them is entirely out of their hands. But science shows that people can't help recommending products and services to their friends-it's an instinct wired deep in the brain. And smart businesses can tap into that hardwired desire. Marketing expert John Jantsch offers practical techniques for harnessing the power of referrals to ensure a steady flow of new customers. Keep those customers happy, and they will refer your business to even more customers. Some of Jantsch's strategies include: -Talk with your customers, not at them. Thanks to social networking sites, companies of any size have the opportunity to engage with their customers on their home turf as never before-but the key is listening. -The sales team is the most important part of your marketing team. Salespeople are the company's main link to customers, who are the main source of referrals. Getting them on board with your referral strategy is critical. -Educate your customers. Referrals are only helpful if they're given to the right people. Educate your customers about whom they should be talking to. The secret to generating referrals lies in understanding the "Customer Referral Cycle"-the way customers refer others to your company who, in turn, generate even more referrals. Businesses can ensure a healthy referral cycle by moving customers and prospects along the path of Know, Like, Trust, Try, Buy, Repeat, and Refer. If everyone in an organization keeps this sequence in mind, Jantsch argues, your business will generate referrals like a well-oiled machine. This practical, smart, and original guide is essential reading for any company looking to grow without a fat marketing budget.

Referral Party

Referral Party PDF Author: Mike Koenigs
Publisher:
ISBN: 9781959169024
Category :
Languages : en
Pages : 0

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Book Description
Serial entrepreneur, business expert, and best-selling author Mike Koenigs shows you the only marketing system you need to fill your pipeline with qualified leads. Generate six- and even seven-figures in revenue, fast --- without a complicated funnel, a large team, or tons of moving parts.This "secret" system is the Referral Party process, and it has generated literally millions of dollars for Mike and his clients.If you're looking for a simple way to generate more leads and book more sales, jump into this step-by-step guide and learn:WHY marketing has gotten way too complicated and costly (and how Referral Parties provide an optimal alternative)WHO to partner with to ensure you both end up with valuable (and qualified), "right-fit" referralsWHAT to say to your referrals to get them to book immediatelyHOW to brief your referral partner so they intuitively know who in their network is the perfect lead for youMUST-HAVE TECHNOLOGY to keep the process (and dollars) flowingYou'll get word-for-word scripts, swipe-and-change templates, and tons of case studies and examples to get you started.Use this guide to shortcut the steps most businesses are going through to find their perfect clients with Referral Parties."Mike is an extraordinary man. He's brought me insights on how to reach people on the Internet that are so valuable. This is a man you should deal with. Take advantage of what he has to offer."

Architect's Legal Handbook

Architect's Legal Handbook PDF Author: Anthony Speaight
Publisher: Routledge
ISBN: 0750661305
Category : Architecture
Languages : en
Pages : 420

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Book Description
The Architect's Legal Handbook is the established leading textbook on law for architectural students and most widely used reference on the law for architects in practice. This eighth edition includes all the latest developments in the law that effect an architect's work. A key addition is a greatly expanded section on adjudication - a topic that has become hugely important in the last few years. The book also builds on the comprehensive coverage of all UK law, with editors for Scotland and Northern Ireland expanding their sections. *The most important legal book for student and professional architects. *Newly expanded chapter on Adjudication, reflecting recent developments. *Comprehensive update of all topics provide the reader with an essential reference.