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More Referrals by Daryl Logullo - Issue #41
:60 seconds of business building advice.
Better Referrals || More Clients || Higher Income
--- Trusted by over 100,000 Financial Professionals ---
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Watch your E-mail box for Daryl's revolutionary
Summer 2003 TeleConference Call Series:
"How To Increase Your Referrals from CPA's"
June / July / Aug 2003
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How To Ask For & Get More Consistent Referrals


Cynthia from Greenville, SC writes:


"How do I get started with an organized process
that helps me get more consistent referrals?"


First, Cynthia is a true pro for wanting to improve.
I get asked this question a lot in my coaching
sessions and teleconference calls.

Essentially, the biggest problem most advisers and agents
have with referrals is lack of an organized approach.
True, you may get your share of referrals now. But
imagine what would happen if you tweaked your approach
by say, a scant 10 percent?

What would happen to your income, peace of mind
and time off?

Law of averages says it would likely go 100 percent.

So how do you create an *organized process* that is
easy and simple to follow, and brings you real results?

One way (there are actually 7) is to focus on your
client/prospect meetings as a way of talking about
your work. I addressed this last issue with:

*reinforcing your value.*

Why use a client/prospect meeting, you ask?

Look no further than...


<><><><><><><><><><><><><><><><><><><><><><><><><><><><><
The Key Concept

Active, quality referrals don't happen if you don't talk
about them.

This month, start to block 10 minutes at then end of each
client/prospect meeting to talk about the subject
of referrals. Let the client/prospect know ahead
of time you'll be having a short "brainstorming
session." No surprises here: You want their permission
before you start talking referrals. (If your lost on
what to say, send me a note).

Then a few days later, follow-up with a letter that summarizes
and lists what I call the *2N's* from your meeting --
Names and Needs. You want the complete buy-in from
the referrer prior to contacting the names they gave you.

Simple? Easy? Effective?

Judge for yourself:

"It's revolutionized my business, Daryl.
Thank you, thank you..."
--- J. Paulson, Orlando, FL

And write me with your comments.

-- Keep looking Up, Daryl L.



__________________ J u s t R e l e a s e d _______________________
New 60-Minute Audio CD w/ Daryl Logullo
"4 Ways to Build Better Alliance with CPA's"
$97.00, Risk-Free
(+ $500 in added bonuses)

"Never, ever attempt to get anther CPA referral
until you listen to this crown jewel..."
---R. Dalton, Morgan Stanley

Preview here:
http://www.strategic-impact.com/prod.asp?SKU=CPACd

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Nationally recognized marketing and referral advice for advisors
as featured in: The New York Times, Ticker Magazine, Registered
Rep, Horsesmouth.com, On Wall Street Magazine and others.
________________________________________________________________

"If you ever get a chance to talk with, or listen to, Daryl--- drop EVERYTHING. You're head will SPIN with concrete ideas instantly!"

Tommy Sutton, CFP®,
UBS,
Chicago, IL

"Well presented, good advance outline, LOT of meat, and fine insight to the objective. I plan to put time into a review of my notes, and will get back to you soon to arrange a time for my one on one. Thank you for that opportunity, Daryl."

Bill Shaw,
The Bill Shaw Company,
Destin, FL