Sales Focused or Service Focused?
...you rather than they were sold and you would have initiated the process.
Say you're looking for referrals to your financial planner. Your clients don't want another appointment and they don't want...
Investment Opportunities for Lenders
...skill track how many loans you do, how many of those people have investments elsewhere and how many referrals or people did you get to switch. This will give you a great summary of how effective you a...
Increase momentum in your sales process
...mation if I happened to know of anyone that had kids that might like the CD's. I'll save asking for referrals for another month ? "Success is selling comes when opportunity meet preparation. Unfortun...
Lessons from CTC
...e. If they are walking by he may as well ask.
Translate that to asking for the sale or asking for referrals. We know we should ask but do we? The same principals apply. If you ask, you are more like...
Happy New Year
...your current clients?
• How will you keep your attitude at a high level?
• How many referrals from happy clients did you get in the past year?
• How many referrals from happy c...
Coaching a Lender in getting more Investment Referrals
...re’s a sample conversation a coach is having with their lender that is not getting investment referrals: Coach: How many people did you meet with this week? Lender: 10 Coach: Out of those 10 ...
Word of Mouth
...e most cost effective and easiest way to get new business. It's not surprising then that asking for referrals ranks up there as the single biggest activity that managers would love to see their team d...
Selling During a Mortgage Campaign
... Meeting: 1. Help the team identify activities they can engage in to proactively get more mortgage referrals. Introduction – (2 Minutes) Start the meeting by letting the team know that you ...
Communication with Reception
...re now, who will be doing what and when. • Let them know that you’ll observing how the referrals get handled this week and making suggestions. • Ask for feedback during the week lo...
Get More Word of Mouth Advertising
...d effective method of advertising is. • Lead them until they come up with "word of mouth" or "referrals". • Reinforce to them that as consumers get more and more bombarded with advertising...
Effective Internal Referrals
... • Introduce the topic by suggesting: "Today we are going to discuss how to make our internal referrals more effective." • Ask the group: "When would we want to refer a client to someone e...
Asking for Referrals
...hat one way to make sure we continue to have our customers referring new people to us is to ask for referrals • Ask the team, "What stops us from asking for referrals?" • Discuss the fear ...
Best Practices
...the ability to network in social settings and prospect for new business relationships
Asking for referrals – getting new leads for business from current clients
Booking appointments –...
What's in it for me?
...?
5. We ask for the business.
What's in it for: The Client? Me? Our Company?
6. We ask for referrals.
What's in it for: The Client? Me? Our Company?
See us at: www.fusionperform.com
...
Buying Cycle Overview - Part 2
... vulnerable to competitive forces that will work against this relationship. • When we ask for referrals we increase the odds of getting them and increase the potential new business we can attrac...
Sales & Service ABC's.
Topic: Sales & Service ABC's. Materials: Bean Bag or Nerf Ball (something light to toss around) Time Needed: 20 Minutes SME 0603-02
Introduction...
RRSP – Plan of Attack
Topic: RRSP – Plan of Attack Materials: Flip Chart; Markers; Small Rewards Time Needed: 25 – 30 minutes SME 0100 - 01
Introduction (2 Minutes) • Ask your team if they thin...
A Selling Plan For RRSP Season
Topic: A Selling Plan For RRSP Season Materials: Flip Chart; Markers Time Needed: 25 – 30 minutes SME 0101 - 01
Introduction (2 Minutes) • Ask your team if they think the RRSP...
RRSP – Getting Ready
...sponses on the flip chart and separate them into (4) categories. 1.RSP Sales person, 2.Teller referrals, 3.Telephone, 4.Other.
Breakout (10 Minutes)
• Assign each group one of the (4) ...
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