Secrets of Top Producers: How to Get to the Top and Stay There
This is a highly motivating program where Bill shares actual stories and techniques from the most successful financial pros.
Creating a Referral Explosion
This is a high-content general session filled with proven result-producing ideas. Learn the power of a true Referral Mindset and what it takes to create a steady supply of high-quality clients with referrals.
Don’t Keep Me a Secret
Based on Bill’s latest book of the same title, this program is a fire hose of ideas and tactics used by successful financial pros from all sectors of the financial services industry.
Building a Stronger Referral Culture (for Leaders & Managers)
Leaders and managers learn the 4 key ingredients necessary to create a thriving referral culture within your firm. They will emerge with clear strategies and tactics they can use right away.
Building a Thriving 100% Referral-Based Business
This session will show the attendees how to work 100% by referrals through: enhancing their refer-ability, prospecting for introductions, networking more strategically, and targeting niche markets.
Asking for Referrals Without Begging and Without Pushing
Bill will show your financial pros how to engage a client in a referral conversation that comes from a place of great confidence and never ever hurts a relationship.
Client Loyalty & Leverage
This program will show attendees the three levels of client contact (transactional, value added, and business friendship) and how each level is critical to gaining loyalty and leverage.
Social Prospecting
The session will give attendees very practical information on how to get new clients through such strategies as: referral events, community service and philanthropic endeavors; country club membership; boat ownership and golf outings; and natural market activities.
Attracting Affluent Clients Through CPAs and Other Professional Alliances
This session teaches how to build and maintain a strategic network of key Centers of Influence who refer only the best quality clients. Attendees will learn how to meet more CPAs and attorneys and how to start a flow of top-quality introductions.
