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5 DAYS TO PROFITABLE REFERALS a turn-key, referral-based marketing campaign on CD
Lead this five-part interactive study course for financial advisors to generate more, highly-qualified referrals.
Why Offer Continuing Education?
Expand your referral base, educate financial advisors on the real issues of estate planning – beyond federal estate taxes – and generate a higher volume of highly-qualified referrals.
This comprehensive education-based marketing campaign will differentiate you in the marketplace, enhance your professional image, and help you go beyond mere referral relationships to build true partnership alliances
What Is Included?
Five Days to Profitable Referrals is an educational marketing campaign built around an interactive, five-part study course for financial advisors. Suitable for insurance professionals, financial planners, investment advisors or accountants, the program includes:
- Five professionally-designed, fully-scripted Power Point presentations for the lecture-portion of each study session;
- Success Guide, a step-by-step implementation guide that includes advice on how to conduct each session to build rapport, facilitate interaction, and develop key referrals; and
- Promotions Guide, complete with sample letters, invitations and follow-up advice to continue your momentum even after the fifth study session
Note -- Your CD includes EVERYTHING needed to implement this program -- sample letters, e-mail announcements, and telephone scripts. We even walk you through the process of creating a mini-marketing plan, and give you the worksheets and reporting forms to track your progress. But we don't stop there. We give you the vital aids to keep the momentum going -- even AFTER the workshop series is complete. Also included are Power Point files in two versions -- compatible with PPT 2000 and earlier; and compatible with PPT 2002 & 20023 -- with powerful animations that will enhance your presentation
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Simply click on the order link below