Course Description:
Successful firms know that the best clients come via referrals. Referrals have already been told why they should do business with you and what you can do for them. Best of all, they have the least price resistance, and they are already primed to refer others to you as well. Historically, the best referral sources have been other professionals with similar client bases such as financial advisors, estate attorneys, tax attorneys, divorce attorneys, mortgage brokers, realtors, etc. Up until now, there hasn’t been a truly effective system for getting those professionals to refer on a regular basis. In this course, you will learn a proven system for getting the referrals that you deserve from financial advisors, attorneys, and other professionals.
Learning Objectives:
- Review current trends in the professional referral markets
- Examine the core value proposition that gets advisors and attorneys to send you referrals on a regular basis without you having to ask, or send them clients first
- Create a venture that gets a roomful of ideal prospects to be excited to collaborate with you
- Discover how to improve the perception of your professional expertise without having to take another class or get another designation
| When: |
Thursday, November 7th, 2019. 12:00 PM to 1:00 PM EST |
| Where: |
Your Home or Office via Live Webinar |
| Speaker: |
Seth Greene |
| CPE Credits: |
1 Communication and Marketing CPE |
| CLE Credits: |
NA |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Internet-Based |
The Presenter:
Seth Greene is the nations foremost authority on generating real, regular referrals from financial advisors, attorneys, and your own clients.
Seth is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington which was just named one of the top ten podcasts to listen to in 2019 by Nasdaq.
He is the founder of the direct response marketing firm Market Domination LLC, and he is a 7 time best selling author who has been interviewed on NBC News, CBS News, Forbes, inc, CBS Moneywatch, and many more.
About CPE/CLE:
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
