CHAPTER 6THE SIX STEPS TO A FEARLESS REFERRAL CONVERSATION

Before I started Matt’s referral coaching, I was asking by saying, “I build my business by referral; do you know of anyone I could help?”

I would often get a “Let me think about that.” I also would get referrals that never materialized into meetings. With Matt’s help, I have a method to get consistent referrals that are turning into business. In the past five months, I’ve generated over 40 new referrals, opened 10 new clients, and have in excess of 100 million dollars in my newly built pipeline.

—Stephen Lewis, Principal, Bernstein GlobalWealth Management

FOLLOW THE SIX STEPS TO A FEARLESS REFERRAL CONVERSATION

These six steps are ones that I have tested over the years and that my clients ...

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