* 6-month group coaching program can be customized and/or private labeled for
financial insitutions and asset management companies. Referral Builder can be
used as a powerful value-added program.
Next Open Enrollment Coaching Program begins Sept. 30,
2010.
For more information, please contact Katie Hayden at
katie@asn360.com
Please listen to this presentation on how and why this program works...
This is
a powerful coaching program that helps advisors get more and better referrals
from clients and centers of influence. Since 1995*, Referral Builder has helped
advisors gather hundreds of millions in new assets. The program works because it
helps advisors turn clients into advocates.
Referral Builder is based on a powerful concept called Maximum Impact Marketing.
In order to have maximum impact, a marketing plan must have three elements.
Referral Builder helps advisors achieve all three:
Financial Advisors who want more and better referrals from existing
clients and centers of influence should implement this advocate-based marketing
system in their businesses.
Financial Institutions that want to help their advisors increase their
net new assets. Referral Builder is available as enterprise-wide solution. We
can private label the program and we also offer a train-the-trainer option.
Investment Firms can use Referral Builder to create a powerful
value-added marketing program. If you are looking for a way to differentiate
your firm, we can create a private label version of Referral Builder for you.
2 :: Customer Intimacy / Maximum
Impact Marketing
Steve explains the concept of customer intimacy and why it is the key to turning
clients into advocates. He describes the importance of having a loyalty process
in place and introduces Maximum Impact Marketing.
For more information, please contact Steve Saenz atsteve@asn360.com
* From 1999 to 2003, the Referral Builder System was called the Top 100
Marketing System. Prior to that, it was part of a coaching program called
The Paragon System.
