I have been feeling and expressing more conviction in my Referral Conversations™ with those who have provided referrals in the past, and either less conviction or sometimes skipping the conversation altogether with those who have not. Other than "perfect the conversation, and do the conversation the same way, every time, similar to the analogy of great athletes perfecting their swings and repeating it the same way every time", do you have any other suggestions?

Article ID: 41
Last updated: 20 Nov, 2019

Yes, absolutely, I have some ideas for you. We discuss this very subject at our Academy's. The answer to your question is ENERGY! More energy! – “This is cool!” – Your friends are going to get a copy of this book! – 8 issues of the Values-Based Quality of Life Newsletters, - 32 articles, any number of which can transform their life in a positive way. – Phone Consultation™ with me personally to help them get value from the book in a way that’s in alignment with their goals and their values – Financial Road Map®. All of this with no strings attached.

Lay it out for them with enthusiasm and energy. It’s genuinely very hard for me to accept that most of your clients, especially your best clients, would ever be reluctant to share the value you offer with people they care about.

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private Referral Conversation™ -> Compelling Referral Conversation™ Help


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b A client reluctant to give referrals says, “I am the supervisor of everyone I with whom I work. I am uncomfortable with introducing these folks given the potential for people to see it as me using my position to influence my staff.” That one was new for me. Suggestions?
b When I am trying to go DEEP in the Referral Conversation and the client is explaining their feeling of comfort, security etc, and I am asking how does this effect you day to day etc, sometimes the clients start asking questions that take me out of the Referral Conversation. What is the best way to get back into the conversation without being rude or ignoring their questions?
b What is the email template to send to the client after a Referral Conversation that the client can use as talking points when calling the person they referred to prepare them for my Follow-Up Phone Call?
b I need to make sure I am on the right track. Is the purpose of the self referral conversation to set a Phone Consultation Appointment? Is it important to go deep even if the prospect is welcoming to receive the Values-Based Financial Planning™ book and Newsletters and agrees to the Phone Consultation?
b How should I handle an existing Ideal Client who refuses to give me referrals during an Implementation Meeting? I am anticipating they will not give me referrals because they have not done so in the past.
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