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How to Attract More High Net Worth Referrals from Attorneys
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More Referrals by Daryl Logullo -- Issue #43
:60 seconds of business building advice
Better Referrals || More Clients || Higher Income
--- Trusted by over 100,000 Financial Professionals ---
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How to Attract More High Net Worth Referrals
from Estate Planners and Attorneys
--- by Daryl T. Logullo
That's our topic this month.
And two of the best resources around are the:
1. Nat'l Estate Planners & Councils
2. American Academy of Estate Planning Attorneys
I spoke with the President of both associations
recently, and their insights were both eye-popping
and cash-profitable.
--> So how *do* you attract more insurance,
long-term care, money-management, or
annuity referrals from attorneys?
I'll tell you one way, after this quick break---
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Only 4 Seats Remain Join us this Thursday
Special Conference Call
"How to Attract High Net Worth
Referrals from Attorney's &
Estate Planners."
{Last chance. Call will not be repeated in 2003.}
July 2003 TeleConfernce Call
with Daryl Logullo
Thur 7/31/03 4pm EST // 1pm PST
$89.00*
(*share the cost with others and really save.)
~ ~ Only 4 Seats Remain ~ ~
Last chance. Preview $700 in bonuses.
http://www.strategic-impact.com/prod.asp?SKU=Atty
Decide for yourself.
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Okay. Let's continue with---
The Key Concept.
I spoke to *the best* --- and I mean *best* ---
minds on this subject: the Executive Directors
of the premier trade groups above.
Read:
"One of the things that I suggest is that the advisor
or agent try to attend as many meetings with the
attorney that involve a referral, and be involved
in every follow-up conversation. Communication ---
even overly communicating --- is the key. Be eager,
be a talker, and get overly involved."
Robert Armstrong made that comment.
He's the President of the American Academy of
Estate Planning Attorneys, the highly-respected
trade group based in San Diego, CA. And he's
absolutely right.
Attorney's are very, very detail-oriented by
nature -- they probe, discover, delve,
fact-check, question, study, verify.
This is part of their training. That's why
they're called *counselors*-at-law. And they
expect as much counseling from you.
For an attorney, handing out referrals to you
*is* largely about details in your new relationship.
Without an attorney understanding you --- your
communication skills, expertise, and the *facts*
you bring to him or her --- no lawyer can begin to
like you or trust you. Nothing personal.
So you see, referrals flow from focusing on
*details* as simple as your communication,
or your skills to counsel people with their money,
taxes, or insurance needs.
The choice is yours: Network, sit back, and hope
an attorney calls you with a rich referral.
Or follow Robert's advice and *truly* get involved.
I'll tell you how to do this Thursday on the
1-hour TeleCoaching Call. Until then---
---Keep looking Up, Daryl L.
P r e v i e w C a l l H e r e
http://www.strategic-impact.com/prod.asp?SKU=Atty
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Copyright 2003 Strategic Impact.
All Rights Reserved. Reproduction prohibited
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helpful, we encourage you to forward it to a colleague.
Helping You Attract More Clients.(sm)
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