How to Integrate Referrals into Your Process

And grow your practice with new clients.

CLTCs: $39.00 (members save $20.00)
Non-CLTCs: $59.00

How to Integrate Referrals into Your Process

Clients are the lifeblood of any advisor’s practice. To grow and sustain your business, you must expand your client base. One way to effectively do that is through referrals. What is the magic formula for creating and stocking a quality referral pipeline? CLTC teamed up with Denise Gott, CLTC, industry leader and CEO of ACSIA Partners to create a micro training video primer on all things referrals that addresses topics like:

  • The Basic Rules of Referrals
  • Client Referral Scripts
  • How to Leverage Centers of Influence
  • Tactics for Working with Brokers and Employers
  • How to Handle Referral Resistance
  • The 10 Best Referral Questions

This 25-minute course will ensure you can confidently and comfortably handle the referral process by providing tips and scripts to make the process smoother than it can sometimes feel. Purchase of the video also includes a 4-page flyer that documents Denise’s successful referral strategy.

* Upon purchase, this video will be added to your CLTC account for viewing. For non-CLTCs, if you need help setting up an account, please contact our support team at 877-771-2522.