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We teach Financial Advisors how to become 'The Only Game In Town'
The Internal Referability Project and The External Referability Project for quickly acquiring Ideal Clients.
The Internal Referability Project is an effective system for generating unsolicited client referrals. Consistently increasing client referrals means improving your skills at consistently exceeding your existing clients’ expectations.
The External Referability Project, the primary subject of this course, is an effective system for consistently identifying & cultivating ample Potential Ideal Clients out in your community.
The Relationship File Project
Becoming known as a person who always remembers every detail a person shares with you makes your reputation extraordinary. Being known for always remembering important details about a person is also The Mark of Mastery™.
The 4-step process for meeting as many new people as you need to acquire as many new clients as you want.
Effective practices for more easily implementing The Relationship File™ system.
Creating an Ideal Client Profile, an accurate profile of the client you serve best and most enjoy working with, to use as a filter for identifying Potential Ideal Clients or eliminating potential clients from consideration for Ideal-Client-Level services.
Designing Your Schedule to Generate Wealth
Finding ample time in your schedule to implement The Relationship File™ External Referability Project.
Don't panic if you experience anxiety or overwhelm as you implement a new system and skill like this. The key is to acknowledge these normal human reactions but to never give up. Use this section if ever you become frustrated or simply can't imagine getting out and meeting new people on a routine basis.