Personal Referral Plan Tips for getting the best results. Be precise about specializations and ideal client personas. Highlight your "SUPERPOWER." Multiple specialties? Create multiple plans. Tweak it. Have fun. (1) Please add your name.* First Last (2) In (5) words or less, complete this sentence. I want to sell more (blank) services. Example; comprehensive financial planning, eldercare, estate planning, financial planning, investment management, retirement plans, tax, etc. No caps.*(3) In (5) words or less, complete this sentence, I love working with (blank) as clients. Example; small business owners, doctors, entrepreneurs. pre-retirees, specific employers, etc. No caps.*(4) You'll be done soon. Then we'll create your awesome Personal Referral Plan and send it to your inbox.* Enter Email Confirm Email (5) How will you scout for referrals?* Client Ambassador Programs Client Conversations Client Events Digital (blogs, emails, social media, etc.) Influencer Development Weekend Reading Email Program (6) Please check your firm name.* (7) In (5) words or less, finish this sentence. What makes us different is we (blank) No caps.*(8) In (5) words or less, finish this sentence. Because we are different our clients receive (blank) No caps.*Preview your input before submitting It.Name Your Plan
