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– Success Stories* –Success Story 1: Various Advisors Discuss the Referral Builder system [AUDIO] Success Story 2: Various Advisors Discuss the Referral Builder System [AUDIO] Success Story 3: Getting Referrals from Existing Clients, Randy Pickett [AUDIO] Success Story 4: Practice Management / Getting Referrals from COIs, Scott Wood [AUDIO] Steve, “Steve, I'm glad to say that it looks
like the 4 days at the retreat are on you. I officially signed the papers for
the account. It looks to be close to $21 million. I got the whole thing. I have
to say I would never been in front of the lawyer who referred the account had it
not been for the Top 100. Let's talk when you have a minute.” / Michael Steve, End of 1996
May 2001
You commented in Santa Fe that we are
either building the business for sale or for passing down to family. I am
delighted to say that my daughter has joined me as a full time junior partner,
and my lifestyle has gone from a "workaholic" to where I take 3 weeks vacation
and one week professional development each quarter. “There is one thing I can really say:
This is the best money I have spent on any type of training!!!!!!!!!!!!!!! At
first, being in Puerto Rico one usually believes that programs from US will not
work...due to the difference in culture, since Latin blood is different and most
of the time we have hard heads, but whoa!!!!! DE VERDAD TRABAJA!!!!!!!!! (this
program really works). On 3/24, I opened one account with $34,000 and yearly
contribution of minimum $24,000 (Keogh plan). At the same time, this new client
gave me 2 referrals -- one CPA/Atty with whom I have an appt after April 15 (a
great COI). Week of 4/7, I had one CRC with 2 referrals -- one of the referrals
has an acct with Paine Webber and will be transferring +/-$100,000. We are
working on the Financial Plan for the new client. On 4/14, one CRC meeting with
3 referrals -- one is an HMO organization with $500,000 to invest -- working on
the proposal now. Another one of the referrals is also working on a financial
plan to invest $100,000. The program absolutely works. You learn a lot from your
clients and, at the same time, it is a superb way to get new referrals!” / Jorge
from Puerto Rico “Hi Steve, I thought I'd take a moment to thank you and your associates for the benefits we received by working with your firm. The coaching program was great! Without it we would not have our marketing materials in their present first class condition. Here's what was accomplished:
Walter from Florida “They are always looking for new ways
of making people more effective and more efficient. Very innovative.” “Paragon Resources is the leading
edge. Steve is a real visionary.” / John from Minnesota “Steve is very honorable and
hard-working.” / Nancy from Illinois “Steve has greatly improved my
marketing.” / Ed from Nebraska “Steve has changed the way I think
about my business and has increased the quality of my life.” / Glen from
California “Steve and his Paragon Team provide a
challenging environment in which we learn how to better manage our time and
business both from a marketing and from a technological point of view. They also
provide opportunities to share ideas with other consultants in a non-threatening
atmosphere. We feel that the outside speakers give us good content and helpful
ideas.” / Ralph and Linda from Mississippi “Paragon knows the challenges
high-end retail consultants face in managing their business, and our team has
dubbed them: Most Valuable Resource!” / Don from Delaware “We view our business in a whole new
light. We have really begun to focus on long term strategic initiatives which
will allow the business to continue to grow to higher levels. The process
requires discipline, however, with discipline comes results. Paragon truly does
take you to a new level of thinking. In the six years I have been in the
business, I have never felt better about the relationships I have with my
clients.” / Scott from Texas "Your program truly provides a
constructive frame work for professionals to engage in the most productive type
of marketing. Thanks! I created a follow up schedule for the professionals that
will keep me in touch with them through out the year and hopefully keep me 'Top
of Mind' when referring clients. It is a pleasure working with you and your
team." / Lynn from Colorado "I’m amazed at how Top 100 is
building client loyalty. The system works if you work the system. And we’re
learning more about what our clients want us to do for them. Getting a better
handle on our clients is an even greater benefit than the referrals we get from
them." / Peter from Illinois "You were right about the therapeutic
value of part one of the program. Articulating what I do in the context of the
value we endeavor to bring to our best clients was challenging and rewarding." /
David from New Hampshire “The Top 100 is without question
going to change our business in a very big way. We are totally focused on the
system you have developed.” / Jeff from Oregon “Thank you for your critique of my
work so far. I am finding the sessions and the homework to be very personally
informative. Just because you know what you do every day and do it, doesn't mean
you have also analyzed it thoroughly. I appreciate your efforts.” / Martha from
Tennessee “Hi: It's going great! Just got a
$450,000 referral this a.m. from CRC meeting. Been doing 1 CRC a week. PAC's are
about one every other week. My brochure looks great. I refined it and feel
really confident about showing it to people.” / Jim from North Carolina “Top 100 has affected every aspect of
my business. It's focused me on how unique I am, from my marketing materials to
my servicing.” / Randy from Texas “Oh yea, I have received a commitment
for $5MM from a direct referral from a CRC meeting. I think I will end up with
$10mm to $15mm from this new client, so Thank You!” “Top 100 has re-energized my
commitment to my 13-year-old investment consulting business.” “Great first meeting! You are good. I
felt like I accomplished more in that one-hour call than I have in all of the
prior time I have spent "ruminating" on my core values.” / Frank from Illinois “The results are in and they are
impressive! This summer, we had 9 consultants participate in a 16-week Top 100
Challenge. As a group, these consultants produced the following: Referrals
Received = 19; Referrals Given = 18; New Assets = $22.2 million (US$). Creative
but practical way at looking at / examining business. Good structure." / Nancy
from Minnesota “We just had their 3rd CRC Meeting
and the results have been nothing short of spectacular. They haven't received
any referrals yet, but the feedback they are getting from their clients has been
unbelievable. Case in point...their latest CRC Meeting was with the CEO of a
company. This guy has built and sold 5 separate companies. They said that he was
blown away by the CRC Meeting -- the survey, the fact that Nick and Jeff would
take the time to solicit input from their clients, etc. Not only did he give
them great insights about himself and his family, but he gave them lots of
suggestions on how to improve their business and even the CRC Meeting itself.
One of his suggestions was to add a final question to the Client Survey asking
the client if there is anything else they would like to add (in addition to the
questions already asked).” / Nick and Jeff from California “CRC does work! Last week CRC with
one of our clients (never rcvd referrals) took us to his friend office a
heart/thoracic surgeon, he was very unhappy with his broker and we are in the
process of transferring $1mm retirement plan, this week CRC our client has
$400,000 (which we were unaware off) in a retirement acct with a bank which they
never take time to go over his investment objectives and we just started the
process to transfer this account. Hi Steve, we still doing the CRC
meeting is working super, yesterday I met for lunch with a client not only I was
able to discover $260,000 new money but we are doing a new qualified retirement
plan for him plus do to his contact in Arecibo (about 60 mi fm San Juan) I have
2 more appointments pending.” / Jorge from Puerto Rico “Krista, You might remember that I was a bit concerned with getting "the story" through Compliance. I am stunned, 2 day turnaround, three words changed. You are good; very, very good.” / Rodger from Washington, DC * These are actual comments
received from individual advisors who used the Referral BuilderTM
System
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