Set Yourself Up Properly For Constant Referrals
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Set Yourself Up Properly For Constant Referrals

August 3, 2016

by Tony Vidler  CFP logo   CLU logo  ChFC logo

constant referral set up

To make sure you get constant referrals you need to have a process for making sure that ALL of the actions which go into generating a consistent stream of opportunities are happening ALL the time.

It is a little like trying to play golf: there’s a heck of a lot that can go wrong on every swing.  (Well, if you play like I do there is a heck of a lot that will go wrong on every swing.)  

Nevertheless, the key to getting consistent performance is an orderly approach to the different aspects required to put yourself into delivering a good swing which has a good chance of sending the ball where you wanted it to go.

It is the same with building a consistent referral generation process.

You have to know what the components are that need to be right, and the first order of business is to make sure that you get each component right.  When all parts of the process are working properly you have a system which is highly likely to deliver consistent results.

In this weeks video we have a good look at what those components are that go into having a great referral generation process so that you can figure out what (if anything) needs fixing or improving…it is all about building a success system after all!

Watch the video to learn more…

You might also be interested in this related article:
 If you have repeat problems then you need a process!
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