The June 2020 Business Success Knowledge Circle will be held on Wednesday, June 10th at 2 pm ET.
Guest speaker Michelle Donovan will be presenting, "My Clients Love Me, So Why Don't They Refer Me?"
As a successful financial advisor, you probably have loads of clients who love you. That's great! But I hear this question all the time. You deserve more and it doesn't need to be that hard. This webinar will show you three things that are most likely happening to cause this stalemate. You'll not only learn what the problem is, but more importantly how to fix it with actionable steps that you can put into place immediately.
Key Takeaways Include:
1. Gain clarity as to what you're doing or not doing to cause low client referrals
2. Discover three actions you can take to address the problem of low client referrals
3. Use a relationship development tool to determine which clients are best to ask for referrals and when
4. Learn what clients need to know in order to refer you effectively
Michelle Donovan is the co-owner of Productivity Uncorked. She has been a referral and business coach for financial advisors for 18+ years, helping them to gain focus, overcome fears and achieve exceptional growth results. As a professional speaker, she has taken her message across the country to numerous industry conferences and meetings.
Michelle completed a Master's Degree in Adult Education and a Neuroscience Approach to Coaching certification program. Her first book, The 29% Solution, became a Wall Street Journal Best Selling book now published in 7 languages. Her most recent co-authored book A Woman's Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man's World quickly became an Amazon Best-Seller. She has also published numerous articles on Advisor Perspectives.