Leverage existing A clients and your Centers of Influence
• Make your A-Client Profile.
• Who to ask.
• How to ask.
• Review contact lists and compare your A-Client Profile.
• Use an Agenda and Quantify your Value.
• Coach Clients and Centers of Influence how to favorably introduce you.
Learn more at www.inknowvision.com
Welcome to today’s program. I am pleased so see so many in attendance today. In the next 45 minutes we will cover several strategies Using favorable introductions to open profitable doors and minds of qualified affluent clients with a net worth of $20M+. Le me introduce our special guest today Mr. Mark Sheer. Mark Sheer is a successful speaker, author and nationally recognized tactical business-development coach. Mark guides and inspires successful advisors to extend their potential and expand their business by obtaining favorable introductions to affluent clients with a net worth of $20M+. Mark’s unique coaching ability and custom coaching programs have propelled advisors from success to extraordinary significance. He specializes in assisting advisors to obtain favorable introductions from existing A clients and Centers of Influence. Once you master the favorable introduction process and tactics you can open more profitable doors and minds of successful business owners and affluent clients
Is doing well with their financial goals, but is always open to new ideas to enhance their plan’s performance?( after I cover the Ideal Client Profile I will ask for questions. And then after each page.)
Professional, such as a CPA, attorney, banker, realtor, loan office or business-focused property and casualty agent? Business professional, such as a CEO, president, CFO, comptroller, vice-president or human resources director? Please list the names and telephone numbers of friends, relatives or business associates who fit the above descriptions and to whom you would like to introduce me. I will handle your referrals and introductions in the same discreet and professional manner that you enjoy. Thank you for taking the time to help others reach their financial goals.
Identify six unique referral leverage points and/or list-prospecting opportunities for this referral source, based on their occupation, position in life, hobbies, associations, etc.1. Please list the names and telephone numbers of friends, relatives or business associates who fit the above descriptions and to whom you would like to introduce me. I will handle your referrals and introductions in the same discreet and professional manner that you enjoy. Thank you for taking the time to help others reach their financial goals.