Preview – NAVIGATOR

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.

(1.) Complete the WALK and RUN modules sequentially.
(2.) Browse the FLY module for practice management ideas.
(3.) Actualize this strategy into your everyday activities.

WALK: Build Skills
________

Goal | Checklist | Sales Tips | Text Message Course
[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
________

Goal | Checklist | Sales Tips | Text Message Course
[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

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 (2-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)