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Howdy . Welcome to your digital playbook for increasing referrals.  NAVIGATOR is a step-by-step guide for understanding missed referrals, why they happen, and how to fix them. Content + process for building a repeatable sales strategy, just for financial advisors.

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For best results, watch this video and complete the WALK and RUN phases sequentially. Then view the FLY elements in any order.

WALK: Build Skills
________

Goal |Checklist | Sales Tips Texts (Subscribe)
[1] “Get Started” Advisor Training (5-Minute Video)
[2] Personal Referral Plan Creator for
[3] FAQ: Memorable Stories (3-Minute Video)
[4] FAQ: Faster Connections (3-1/2 Minute Video)
Quiz (10 Questions) | Handouts (34 Pages) | Recap

RUN: Find Promoters 
________ 

Goal | Checklist | Sales Tips Texts (Subscribe)
[1] One-Question Survey (3-Minute Video)
[2] , Here’s Your Personal Survey Link
[3] FAQ: One Question Survey (3-Minute Video)
[4] Use Case: Mackinaw & Company (4-Minute Video)
Quiz (10 Questions) | Handouts (38 Pages) | Recap

FLY: Actionable Ideas

Goal |Checklist | Sales Tips Texts (Subscribe)
[1] Actionable Ideas (2-Minute Video)
[2] Actionable Idea Plan Creator for
[3] Actionable Ideas (1 Page)
Quiz (10 Questions) | Handouts (14 Pages) | Recap


Hi : 50 Actionable Ideas Await
Act Fast (1 Page)
Actionable Idea Plan (1 Page)
Actionable Idea Suggestions (Form)
Active Listening (1 Page)
After the Sale (1 Page)
Better Ask Phil (blog)
Client Ambassador… (1 Page)
Client Events (1 Page)
Clients: Unengaged (1 Page)
Closing the Sale (1 Page)
Cold Calling: You get Voicemail (1 Page)

Digital and Linkedin… (1 Page)
Former Clients (1 Page)
Google My Business (1 Page)
Guest Blogging (1 Page)
Helpful Marketing Tools (1 Page)
Hidden Opportunities (1 Page)
How Are We Doing? (1 Page)
How Referrals Happen (1 Page)
Interviewing for Soft… (1 Page)
Learning Process (1 Page)
Linking Text (1-Minute Video)
Lunch & Learn Events (1 Page)
Meet, Track, and Analyze (1 Page)
Meeting a New Influencer (1 Page)
Moderating a Round… (1 Page)
NAVIGATOR Reference Card (1 Page)
NAVIGATOR Rollout (1 Page)
One-Question Survey… (1 Page)
One-Question Survey Tips (1 Page)
Personal Referral Plan (2 Pages)
Personal Referral Plan Tips (1 Page)

Phone Conversations (1 Page)
Podcast Interviewee (1 Page)
Podcast Interviewer (1 Page)
Prospecting Workshops: I (1 Page)
Prospecting Workshops: II (1 Page)
Sales Myths and Other… (1 Page)
Saying “No, Thank You” (1 Page)
Show Appreciation (1 Page)
Targeting Small Business Owners (1 Page)
Ted Talk: Delivery (1 Page)
Ted Talk: Topic (1 Page)

Weekend Reading (1 Page)
Welcome to NAVIGATOR (1 Page)
Welcome Video (1-Minute Video) 

What Stands Between… (3 Pages)
What to Know About…… (3 Pages)
Who Sells Better, You or… (1 Page)
Word-of-Mouth… (1 Page)
Working from Home (1 Page)
Zoom Meetings (1 Page)

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    Copyright © 2022 ReferralSafe LLC.

    Hello . Get ready. Here we go.

    The WALK module explains missed referrals, why they happen, and how to fix them.

    First, instructor Max delivers the “Get Started” video (5 Minutes).

    Next, answer 8-questions and create a Personal Referral Plan. It’s easy.

    Last, in two videos, Max answers questions about…

    * Memorable Stories (3 Minutes)

    * Faster Connections (3 1/2 Minutes)

    Hold on to your hat!

    Want growth ideas delivered to your phone? Receive twice-a-month text sales tips.

    Text keyword TIPS to (855) 431-0522 to opt-in.

    , woo-hoo! You completed the WALK module.

    Begin sharing Memorable Stories with clients.

    They’ll learn that new client referrals who can benefit from your specialty are welcome.

    And they’ll understand how to make introductions.

    TIP: Share your Memorable Story often, and it’ll become second nature.

    Are you getting the hang of this?

    Hey . Ready? Here comes the RUN module. Identify clients willing to refer you.

    First, instructor Beth begins with the “One Question Survey to Drive Results” video (4 Minutes).

    Next, create and copy the one-question Personal Survey Link.

    Then, view the FAQ: One Question to Drive Results” video (3 1/2 Minutes).

    Lastly, instructor Claire walks you through the “Use Case: Mackinaw & Company” video (4 Minutes).

    You've got this!

    , awesome! You've completed the RUN module.

    You now have a simple way to ask clients, “Would you refer us to your family and friends?”

    TIP: Create and execute a cadence to regularly share One Question Surveys.

    Be proud! Share survey results with your team and clients.

    A strategy in motion is a beautiful thing!

    Welcome . The FLY module provides actionable content and the know-how to deploy it for firm growth. We never stop thinking about it.  Visit this section often for new practice management ideas. 

    A. Watch instructor Clair's "Optimize Actionable Ideas" video first.
    B. Check out the example of the Actionable Idea Plan.
    C. Select a topic and complete an Actionable Idea Plan to manage your project.
    D. Also, keep the"Optimize Actionable Ideas" document handy.
    E. Lastly, subscribe to receive Tip Steps biweekly sales emails.

    Don't forget to use the checklist to track your FLY progress to stay on track. Also, the handout covered in the FLY video can be downloaded or printed.

    Closing out the FLY phase is a 10-question quiz and a quick recap. 

    Become a FLY regular, it's always being updated!

     

    , well done! You now have a personalized, repeatable process for deploying practice management ideas for growing your firm. There are 50+ actionable ideas in the FLY phase.

    Start with one or two Actionable Ideas and create an Actionable Idea Plan. The more you use this process for growing your firm, the more comfortable you’ll feel, especially when it produces results!