Workshop: How to build a practical, simple and successful referral strategy to grow your business
£95 + VAT
Referrals from existing clients are the best type of new enquiry, because they have the lowest cost of acquisition and the highest conversion rate. However, most financial advisers and planners never maximise the referral opportunity.
That means they’re forced to spend money on other types of marketing and work less efficiently.
If you’d like more referrals but don’t feel you have a strategy or are worried about discussing the subject with clients, this workshop is for you.
What will you learn?
The workshop is interactive, tactical and practical.
You’ll leave with a list of things you can start doing straightaway that’ll have an immediate impact.
Specifically, during the workshop, you will:
- Discover why you should never ask clients for referrals
- Learn how to impress a referral on their digital journey to your door
- Discover the best ways to show your clients how much you appreciate referrals
- Understand the processes you need to build and the bad habits you need to break
- Learn why you should prioritise a referral strategy ahead of other marketing tactics
- Discover the two gaps you need to close to maximise the recommendation opportunity
- Understand and solve the 12 reasons why advisers and planners don’t get more referrals
- Be shown how to create the two key assets you need to develop a recommendation strategy
- Be taught our unique 6-step process for having better conversations about referrals and recommendations.
After the webinar, you will be sent:
- The slides
- A recording so that you can watch the session back
- Our exclusive checklist to help you implement our recommendations.
When?
Wednesday 7 May from 10 am to 12.30 pm on Zoom.
How much?
£95 plus VAT.
How to book?
We can only accommodate 30 people at this workshop.
So, if you want to attend, click “Buy” above to reserve your place and we’ll send you a personalised invite by email.
If you have any questions, please email abi@theyardstickagency.co.uk for more information.
Once you have made your purchase, our client engagement manager, Abi Robinson, will send you a personalised Zoom invite to the session by email.
We do not offer refunds but all registrants will be sent the slides and recording after the session. If you are unable to attend, you are welcome to watch the workshop back at any time.
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