Preview – ReferralSafe

Welcome to your step-by-step digital guide for getting more referrals and introductions. NAVIGATOR provides a capability-building answer for progressively reaching goals. Actionable ideas, digital tools, and instructional videos each develop advisor skills.
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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
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Goal | Checklist | Sales Tips Texts (Subscribe)
[1] “Get Started” Advisor Training (5-minute Video)
[2] Personal Referral Plan Creator
[3] FAQ: Memorable Stories (3-minute Video)
[4] FAQ: Faster Connections (3 1/2-minute Video)
Handouts (34 Pages) | Quiz (10 Questions) | Recap

RUN: Find Promoters
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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 1/2-minute Video)
Handouts (38 Pages) | Quiz (10 Questions) | Recap

FLY: Actionable Ideas

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

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)
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 Tips (1 Page)
Podcast Interviewer Tips (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 (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)