• Client Referral Letter Sample
• Money-in-Motion/Life Events Checklist
• Client Network Mapping Program
• Referral Marketing Checklist

There is no question that referrals and introductions to 'A' Client Prospects from existing clients can bring you a steady stream of ideal clients.

So what's the problem?

The problem is that most Advisors do not have an effective process based on fundamental research, and supported by 'field-tested' results, that automatically and comfortably turns on the flow of referrals, and maintains that steady stream in all markets.

How would your business change if you could add an additional (more or less if you wanted) new 'A' Client per month?

• Develop a systematic and repeatable process to consistently secure referrals from your clients
• Ensure your referral process makes your client look like a hero when they introduce you
• Provide a compelling reason for your clients to be actively involved in the introduction process
• Teach your clients how to articulate specific ways you can help the people you want them to refer
• Develop a clear strategy for how you will give referrals to your most important referral sources

"There was a day when I would take any business that walked in the door. I'm more particular these days. Paul helped me with that". - IM, Nesbitt Burns

"It's amazing how I have learned to comfortably ask for referrals at this point in my business. I was totally not comfortable before, and got no referrals, but it's transformed..." - RA, Wood Gundy

"... this new process does not feel manipulative and doesn't make me feel needy or greedy when asking my clients for referrals. In fact, it actually enhances the relationship with my clients..." - SF, Assante

"My client retention has improved. Multiple sales to individuals are the norm rather than the exception. Referrals are routine rather than rare and I earn them rather than ask for them". - JD, Freedom 55 Financial

"Paul - I feel very comfortable with this referral strategy process and it works; it enhances the relationships I have with my clients, even when they don't give me referrals!" - AL, Scotia McLeod