Build Client Referrals: Psychology of Referral Success

When:  Jun 12, 2019 from 3:00 PM to 4:00 PM (ET)

The June 2019 Business Success Knowledge Circle will be held on Wednesday, June 12th at 3 pm ET.

Guest speaker Barbara Kay will be presenting, "Building Client Referrals: Psychology of Referral Success."

Clients refer when advisors build powerful relationships that offer specific value, build high trust and create optimum referral opportunities. Unfortunately, traditional referral methods create a risk for both the advisor and the client. As a result, they often fail. This presentation will address the psychology of referrals and how to build positive referrals with clients.

 Referral Value: What is your value?

  • Deliver a compelling message that makes you special 
  • Reinforce the specific qualities that clients value

 Referral Trust: Why should they bother?

  • Avoid referral barriers and pit-falls
  • Increase motivation and desire to refer

 Build Referral Opportunities: Help them help you!

  • How to build referral opportunities

 As a business psychology and productivity coach, Barbara serves clients through coaching, consulting and speaking on: Growth, Productivity, Teams, Client Relationships, Change, Women and Leadership. She completed graduate and post-graduate training in Clinical Psychology and Coaching. Author of many articles and two books, The Top Performer’s Guide to Change and The $14 Trillion Woman: Your Essential Guide to Engaging the Female Client, the leading work on women clients. Barbara speaks at conferences, builds custom workshops, consults on growth, and coaches professionals nationwide.

Barbara is a member of the American Psychological Association and an active volunteer for the FPA where she has served in a variety of capacities including: the launch of MentorMatch and author of the mentoring materials, co-hosting the Business Success Knowledge Circle, serving on the Community Committee and in 2019 joined the FPA Coaches Corner.


Online Instructions:
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