By Referral

Australia’s leading referral training experience helps Professional Services advisers create a comfortable referral process.  Delivered via online training, Public Seminars or in-house Coaching or Workshops.

• Analyse.  Surveys reveal that the overwhelming majority of prospective clients would prefer to meet their adviser by a referral than via any other means.  Referrals are cheap, quick and easy.  Yet most Professional Services firms will have a referral process that is limited to “Do you know anyone you could refer to me?”.
• Create.  By Referral creates a complete, ethical, comfortable referral process in the business.  A tangible change is delivered far beyond simple inter-personal skills.  Advisers will leave with an entirely improved client process, client handouts, improved branding ideas and referral marketing concepts for new clients, existing clients and “Centres of Influence”.
• Motivate.  Participants then complete an innovative training experience – Online, in a public Seminar or an in-house Workshop - which does not rely on case-studies or role-plays, but on developing required implementation steps.  A three month follow-up email coaching course or 1:1 follow-up sessions round out the experience.