Financial Advisors: Four Step Process for a 100% Referral Business

Description

During this INTERACTIVE workshop for Financial Advisors, we will discuss stories of failures, blunders and most importantly, successes that everyone can employ at their next networking event.  This workshop is great for even the most skilled networker as we can all use a little sharpening of the saw from time to time.

01. Feeling comfortable when networking. During this segment of the workshop, I offer tips and techniques I have learned over the years to help introverts and others that find they are uncomfortable at large networking events or networking in general. As a shy, introverted individual, I have had great success because of these techniques.

02. Setting Goals for Networking. So many people walk into a networking event without a plan in mind. They end up speaking to the same people they speak to at every business event, which in turn means they get the same thing they have always gotten. We will discuss how to find the best places to network for business growth and who to develop business relationships with.

03. Developing Strategic/Referral Partnerships. We often meet people that could be potential referral partners or referral sources to help with the growth of our business. We will discuss a proven process for developing and nurturing these relationships for success.

04. Follow up after meeting new business prospects. During this portion of the workshop, we will discuss the simple to use follow up system I have developed for success over the past twenty years. Audience members will learn what to do with all those business cards that build up over time and how to track each step when following up.

***Price of your registration will include a lunch provided by Basan Bull City Sushi. Each registrant will also receive a 30 minute follow up coaching call with Joe Novara.