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Participants Needed for Referral Research Program
March 17, 2010
From the desk of Jobie Summer
As you may know from my teleseminars and interviews, we provide marketing solutions for financial advisors. We have developed systems for Seminar Marketing, Socially Responsible Investing and many other aspects of building a successful practice.
I have also been training advisors using an informal Referral System developed to provide a consistent stream of qualified referrals.
My clients are reporting remarkable results!
After several requests, I have decided to formalize the program and publish it for easier access.
Here's what I'm hearing:
"Will you teach me a system to get more referrals that is easy to follow and easy to teach my staff so we can all implement it to expand the practice?"
"While I have books on how to get more referrals, I could really use the support to integrate referrals into my daily routine."
This is where the research program comes in ...
I would like to track exactly how well the methods work with a group of advisors who will follow my step by step system so that I can report the results when I roll out the formal program.
Referral Research Program 2010
This program includes:
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Group Coaching and support by Jobie Summer |
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Private mini-coaching sessions during designated office hours |
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A "Before" and "After" Assessment to determine your results |
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Referral calling scripts tailored to ensure your success |
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Referral Tracking Spreadsheet so you can focus on your Success! |
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Downloadable audios of each and every class |
Three weeks of exclusive live tele-seminars:
Tuesdays: April 6, 13, 27 @ 1 pm PST/4pm EST
This comprehensive program is valued over $347.00
but as a participant you qualify to receive the
entire program for only $97.00
Click below to
If you have questions about the program OR if you're not sure you qualify, feel free to personally call me at my office or email me so we can assess if this program is a match for you. Please refer to the FAQ's below for the most commonly asked questions.
email address: jobiesummer@resourcesforadvisors.com
Telephone: 877-742-3847
FAQ's for The Referral Research Program
Q: What made you decide to launch a research program?
The idea and inspiration came from an associate who had amazing results with Referrals. She asked me for some coaching on her Referral Marketing and she had such great success she asked how I could make this program available for more people. I told her I wanted to develop a more formalized program but first wanted to track the success with proven results. Alas, the Research Program was born.
It has been so incredible to see the change in my clients’ lives and their practices when using my specific methods for Referral Marketing.
I began to get really excited at the thought of sharing this same method with a larger group and monitoring the results. So after talking with associates who encouraged me to do this research, I decided to launch this exclusive program with a limited number of participants. I can't wait for our first class!
Q: I have already had coaching from you in the past. Can I participate in your Research Program?
Absolutely! I have learned so much over the last several years and this is the first time I am putting all of this information together with many customizable tools for you to utilize in your practice. I'm THRILLED to be sharing this with all advisors: both those new to Resources for Advisors™ and those who are returning alumnae.
But I can't hold your spot, you have to take action.
CLICK HERE TO PARTICIPATE
Q: Why are you letting me bring a guest for free?
Because I want you to be successful and your success will be easier if you have someone in your office or someone that you know who has the same training as you.
Q: Will my guest get the same benefits as me.
Absolutely! They get all the group coaching, mini private coaching and the rest of the program. Also, I don't care how you pay for it. If you want to share the cost that is fine. My only request is that you put it on one credit card for easier accounting.
Q: Doesn't a research project such as this require a lot of time, energy and money to launch and monitor? Why not just record an audio and pass it on to a group and have them listen to it and have them email their results?
Yes, running a successful research project does take dedicated time, energy and money to set up and monitor and process the results. But for the feedback to be accurate, and in this case for the participants to get results, it's essential for me to guide the participants personally and thoroughly.
I've created a comprehensive program based on the work I do in my Coaching Practice. While convenient for me, passing on an audio would not deliver the same results.
I am very excited about this program as it is designed to target each participant’s goals and release their blocks around referrals. It’s not a "one size fits all" approach.
Q: Why is there a fee?
A: I want and need participants who truly have the intention to implement a Referral Program in their practice. This will take a commitment of listening to the 3 classes and following through with recommendations which will take a few minutes a day.
After getting feedback from other clients I’ve noticed that programs or session packages given for free often are not valued or taken seriously as there is little internal commitment. As a result, recipients don't follow through with what is being offered
I highly believe there must be some exchange for this to be effective, hence the fee. The fee will also help augment some of the administrative costs to run this specialized program.
Q: What are the dates?
Tuesdays, April 6, 13, 27 @ 1 pm PST/4pm EST
Q: Do I have to attend the live teleseminars? What if the dates and times don't work for my schedule?
No, you don't have to attend at the scheduled time but I would like you to participate when you can because you will get more out of the program. Everyone will get audios of all classes.
Q: I am new to Financial Advising, but would love to join this program. Is that okay?
Yes, there is no previous experience required.
Q: I have been a Financial Advisor for over 20 years. Will I get new information out of this program ...
Absolutely. I find many people who are attracted to my programs are veteran advisors who truly value the motivation and inspiration that comes through coaching. They appreciate the synergy of working as a group and find the accountability to be helpful for implementing ideas they have been meaning to use for a long time.
Here's the link to join:
Q: What is required of me as a participant?
You'll be encouraged to implement simple strategies shared in the program that take just a few minutes a day for best results.
Q: What if I have a question that is not listed here?
Drop me an email at jobiesummer@resourcesforadvisors.com or call my office 877-742-3847. I'd be happy to see if this program is a match for you.
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