Your Digital Network: Obtain Referrals from Social Media

To build a successful financial services company, there are three fundamental things a professional must consistently do to sell (achieve sales results), build relationships with prospects and clients, generate referrals and build a sales pipeline of qualified leads. These basic fundamentals have not changed, and the whole process begins with generating qualified leads, turning those leads into qualified prospects, and establishing a relationship to convert the qualified prospects to long-term clients. As we discussed in the previous chapters, many top professionals have built a successful business just on the back of referrals and introductions from clients, family, and friends. ...

Get Financial Services Sales Handbook now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.