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GROW your business with the Referral Builder SystemTM

Next Program begins on Sept. 30

 

 

Three Options Available

  1. Stand-alone Marketing System, $2,500 
  2. 6-month Group Coaching Program*, $6,000
  3. 6-month Personal Coaching Engagement, $12,000

* 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.

Audio 1 :: How & Why the Program Works | 17:53

Audio 2 :: Program Content / Delivery & Tracking | 17:43

Audio 3 :: Coaching Team / Qualifications / Tuition | 10: 06

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:

  1. A clear and compelling story that is...

  2. Told to the right people using...

  3. The right strategies and tactics


Success Stories & Testimonials

Success Story 1: Getting Referrals from Clients, Randy Pickett  [AUDIO]

Success Story 2: Getting Referrals from Centers of Influence, Scott Wood  [AUDIO]

Success Story 3: Various advisors share feedback  [AUDIO]


Who can benefit from Referral Builder?

  • 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.


Program Details [audio]

1 :: Business Optimization / Advocate-Based Marketing
In this first track, Steve Saenz (creator of the Referral Buiulder SystemTM) explains business optimization, advocate-based marketing and the secret to getting more referrals.
[download Business Optimization scattergram]  [download Loyalty Ladder]

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. 


Related Information

For more information, please contact Steve Saenz at steve@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.