Fill the Filing Cabinet Workshop

Best Client Workshop

Orientation Essentials

InfoMinute Seminar

I usually either send an email or verbally ask for referral.
I use the 2x2xx touch-up method (2 Days, 2 week, &amp; 2 months) to follow up - depending on the client's financial needs, I will send a thank you email with a note asking for a referral.&nbsp; Or if I'm closing a loan or opening an account, I will ask my new clients for a referral.&nbsp;&nbsp;

Mo Lima has an email ready when someone asks about headshots. It’s a tool to turn questions into bank deposits, and it makes referring to her simple.
Share a tool you’ve developed to make referring to you easy.
<ul>
<li>How did you get the idea for this?</li>
<li>Where do you use it automatically?</li>
</ul>
Where are you thinking of using it?

Tool | PowerCore.net

Tool

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

Christyn Southavanh

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