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 I was just hired this week to work with a former professional (European, not NBA) basketball player. He does not have a lot of money, however he referred me to 3 current NBA players and a current college basketball coach of a major NCAA school. All 4 would qualify as Ideal Clients. All of them make between $1-6M / year income. One of the players is a veteran and has earned about $100M over the course of his career. My client is willing to help me meet these people. I spoke with my Accountability Coach about how best to pursue these referrals, and he suggested that I submit this question to you. Any recommendations?
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b At last Progress Meeting I asked for introductions and this was the response. "We have approached our friends and everybody is in the frame of mind they have their things in order, they have their ducks in a row and don't want to talk about it?" I responded - this is about sharing the positive experience that you have had with Values-Based Financial Planning™( security, peace of mind) and allowing others to have a Financial Road Map® to guide their decisions. Bill how would you have responded?
b When an existing Ideal Client is referring others to me how will they know if their referral meets my Predictable Minimum Annual Recurring Revenue?
b During the Referral Conversation™, I am frequently met with the answer that my clients’ friends do not trust the company name from previous experience and that it has nothing to do with me. Sometimes the clients admit to being selective in regards to whom they would refer. So, I am wondering what would be best to say besides, "Why don't we let them decide for themselves?” or, “Let's follow the process.” I find that they are resistant because of the above factors.
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