Imagine receiving referrals to excited, high caliber prospects. It’s Here!

Cultivating Quality Referrals for Financial Advisors

Nothing beats the immediate credibility of being introduced to a prospect by their accountant or attorney. Finally there is a turnkey, customizable, two year-long Centers of Influence, referral marketing strategy with a detailed action plan and the actual letters to help you stay top-of-mind with your referral sources. We call it knowledge-driven communications. Nurture always speaks your alliances’ language and addresses their real concerns. These well-crafted communiqués truly nurture understanding and trust. They are designed to communicate your competency, your values and your integrity to these most critical referral sources and thus are always respectful and appropriate. You’ll discover that the process of Nurture breathes life into your referral development strategy and will create a steady flow of introductions to just the right kind of clients.

The Nurturing ‘Centers of Influence’ Solution™

The letters, notes and messages to help you initiate and Nurture long-term relationships with professionals in private practice. All the letters and points of contact you’ll need to educate and familiarize the right professionals of your true value as an alliance. Two full years of ‘touches that matter.’

Nurture Action Plans and Letter Series that Work

Nurturing is about staying in touch and doing so with intelligence, relevance, appreciation and value. Jim Cecil has just helped you write your stay in touch plan with intelligent, Centers of Influence letters for the next two years. It’s all done! All you need do is determine who you want referrals from most.

Building solid relationships that generate positive referrals from professionals has been made simple to implement and it’s powerful in its results. Cultivating takes a process. You know it and so do I. It’s not hard, just follow these simple rules.

• Study, learn and understand the real issues facing accountants, attorneys and consultants.
• Use sustained, low-key contacts and letters to stay in touch.
• Seek innovative ways to add genuine value with each contact.
• Intelligently reassure your sources as to the quality of the experience you ultimately provide their valued clients.

Because professionals are naturally cautious and conservative in dealing with clients, in their minds, the perceived downside of providing referrals usually outweighs the imagined gains. The Nurturing ‘Centers of Influence’ Solution helps you stay in touch respectfully while earning their trust gradually and intelligently.

Now you can generate an abundance of the right kind of referrals with Nurture. The Nurturing ‘Centers of Influence’ Solution comes equipped with the right philosophy, the proper strategy, and the training tools to get your referral garden growing vigorously. You’ll have what it takes to grow referrals by design. Included in your Referral Solution is a complete two year action plan that contains the strategies and actual letters that make up a 24 month, continuous contact program, all ready to personalize, customize and execute. Nothing could be easier or more productive.

Deliverables:

Your Nurturing ‘Centers of Influence’ Solution™ comes with a detailed implementation binder including:

• Nurture Action Plans – two years of steps for cultivating and educating accountants, attorneys and consultants
• The Nurture Workshop Six Cassette Audio Album and Workbook for drive-time learning
• Targeting Prospects and Nurturing Referrals Audio Cassette Tape
• NurtureNotes™ – Six month audio newsletter subscription - Teachers, Tools & Technologies of CRM, the repetition and reinforcement that leads to skills mastery

Specific Letters and Scripts:

• For clearly positioning your unique services
• For generating the right kind of referrals
• For prospecting and cultivating relationships
• For briefing invitations
• For maintaining proactive contact with current alliances
• For showing your appreciation

Helping alliances understand you and communicating your messages take time and patience. Writing Nurturing letters that educate, hold interest and tell your story is a specialized craft. The Nurturing ‘Centers of Influence’ Solution contains all you need to succeed. It comes with a completely pre-planned and written set of letters, emails, and/or phone scripts for Financial Advisors to introduce and educate potential endorsers and earn quality referrals. Now you and an administrative assistant can launch an automated in-touch process; a program that clearly positions you on the mind of your most important referral sources.

You’ll:

• Position yourself as a trusted advisor and a valued alliance who helps them keep personally informed on personal financial matters and as a new solution for their best clients.
• Help them grow their own base by spotlighting them before your clients at meetings and briefings.

Two Year Plan –
$1495.00 (US)

For Availability of additional Industry Specific Plans, call 1-800-474-7951.

* Pricing for single signatory use. Call for multiple signatory pricing.

Nurture Support is provided on a complimentary basis and is available by phone, fax or email, 8 a.m. to 5 p.m., Pacific Standard Time.