Referrals are the easiest and best marketing ROI you will ever get. My referral system that has generated $7-14 million in referrals each year for me.
The average advisor I work with can quickly pick up 50 to 75 new clients just from referrals, when combined with a solid marketing strategy. Below are the tools to help you to identify, approach and close more clients through a well-designed, well-executed referral program… as well as how to create a successful campaign.
Outlining the Client Referral Event
Outlining the Client Referral Event
Flyer For Referrals
Flyer For Referrals
Ruth’s Chris Invitation Mailed to Referrals
Ruth’s Chris Invitation Mailed to Referrals
Referral Card 5x7
Referral Card 5×7
Referral Card
Referral Card
Adding Your Referral Guide to the Web
Marketing Idea – Adding Your Referral Guide to the Web
Dinner On Us - Campaign Brochure
Dinner On Us – Campaign Brochure
Calling Referrals Script
Calling Referrals Script
Referral Introduction Letter
Referral Introduction Letter
One Superb Referral
One Superb Referral
Referral Sheet and Follow Up
Referral Sheet and Follow Up
Gift Card Letter to a Referral
Gift Card Letter to a Referral
Referral Game
Referral Game
Holiday Referral Request
Holiday Referral Request
Custom Referral Guide
The referral guide is a powerful tool used with your current client base to grow your referral business.
These should be given out to EVERY client to share with a friend.
Once you complete this form, you will receive a proof back within 72 hours.
