Expand your business
with a smart, sus tainable
networking program

Count how many people you come in contact with during the course of your day. From clients to social-club friends to baristas—you might be surprised at just how high the number is. Now imagine if every one of those people gave you one referral, and 90 percent of those referrals took your call. That’s what a qualified introduction can do. Winning More Business in Financial Services gives you a sustainable, repeatable process for routinely gaining access to exactly the type of referrals you want to meet—and getting in front of those people to do what you do best. It helps you establish a clear road map, develop a successful approach to asking for referrals, and sustain an ongoing referral pipeline that is swift, deliberate, effective, and easy to follow and utilize. Meeting people you can’t reach on your own is tough—even for the biggest names in the business—which is why the substance of this book is used by top-rated advisors and at the highest levels of Wall Street. E ven if you are socially awkward or afraid of being “pushy,” this how-to guide gives you a practical collection of graceful scripts for every situation, including helpful what-if scenarios and special steps to take with often-elusive attorneys and accountants. With practice, you will get into the habit of:

• Planning and building strategies to
  achieve set objectives
• “Peeling the onion” to get introduced
  to exactly the people you want to
  meet through warm introductions
• Taking the proper steps to make a
  favorable first impression
• Maintaining an effective pipeline
  development and client management
  process
• Translating personal and professional
  relationships into client opportunities

Winning More Business in Financial Services offers you the chance to have a sustainable and repeatable client acquisition networking referral process, instill discipline and accountability into your practice, create a lifestyle in which you only make warm calls, develop new relationships through better and more qualified introductions, and acquire a steady influx of exactly the type of new clients you want.