Michael Brizz, CMC, CSP is the developer of the Referral Mastery System, which is creating a huge impact for financial advisors across the industry. The typical performance gain for advisors who implement the Referral Mastery System is a net gain of $15 - 40 Million in new assets from referrals within 24 months.
Over the past 20 years, Mike has trained tens of thousands of financial advisors on how to dramatically increase productivity, operate their business “By Referral Only” and build powerful positions in profitable target markets. His coaching clients have reached the very top of the industry earning such distinctions as # 1 producer in their firms, FA of the Year, Top of the Table, and earning inclusion on the Barron’s List of Top 100 Brokers in the industry.
Mike is one of only 20 people in the world who hold the dual designations of Certified Speaking Professional and Certified Management Consultant, the highest designations possible in these professional fields. He has led sales forces in 30 countries around the world to record performances.
Michael’s workshops are featured at many leader’s conferences, home office training, and industry meetings. His articles appear frequently in leading industry publications. He is the author of the program, Attract High-Quality Referrals with Distinctive Events: How to easily host referral events that are fun, flawless and lucrative. It is a how-to-toolkit for financial professionals to conduct events that clients want to bring referrals.
He is President of the Center for Professional Achievement Inc. which provides consulting and training to teams, branches, and companies and conducts research on the best practices within the industry.
TOPICS:
• How to Implement a System That Will Consistently Generate High Quality Referrals
• Carving Your Niche: How to Uncover Profitable Markets and Build a dominant Position
• Get Dozens of Quality Introductions in 90 Days
• Beyond Referrals: How to Develop a Corps of Advocates Who Actively Promote You
• How to Establish a System to Maximize your Most Productive Recruiting Sources
CLIENT QUOTES:
Our top producers rated your referral workshop as the most valuable one of the entire conference. You provided a wake-up call, even to our most successful producers."
--Ed A., Principal Financial
"What you provide is a MUST for Advisors."
--Gary M., Wachovia Securities
"Your program is the best “How To” on referrals that I’ve see in my 22 years in this business."
--Jim K., Branch Manager, Legg Mason
PARTIAL LIST OF CLIENTS:
A.G. Edwards
AIG
John Hancock
Merrill Lynch
New York Life
Northwestern Financial Network
Raymond James
Smith Barney
State Farm
UBS
Wachovia Securities
Wells Fargo
TOPIC DESCRIPTIONS:
How to Implement a System That Will Consistently Generate High Quality Referrals
Learn the Strategies that Advisors are using today to add $15-40 Million in new assets within 24 months. In this highly interactive seminar, advisors will evaluate their own performance, identify barriers to securing referrals, and learn easy-to-implement strategies that can be used immediately with both clients and prospects. Participants receive a manual that includes scripts, checklists, meeting templates and assessments.
Carving Your Niche: How to Uncover Profitable Markets and Build a dominant Position
Learn the strategies that advisors are using today to become THE BIG FISH and dominate profitable target markets. In this highly interactive workshop, advisors will learn the methodology to uncover and evaluate target markets, quickly identify the “hot issues”, assess competitive strength, and determine which target market is the most profitable for them. Advisors will also learn how to quickly establish relationships with the key players, build high visibility, and rapidly penetrate the most profitable markets.
Get Dozens of Quality Introductions in 90 Days
In this workshop, advisors will learn how to create distinctive prospecting events that will secure dozens of high-quality introduc5tions within 90 days. They will hear success stories of how others have created huge successes and learn what key variable make the difference between a big hit and a big disappointment. This program is a must for those who are considering or already host seminars and client events.
Beyond Referrals: How to Develop a Corps of Advocates Who Actively Promote You
To penetrate the most profitable markets and secure the most attractive clients, you need more than a referral. You need advocates who will lead the way and help you customize the strategy so you get powerfully introduced to exactly the right person, at exactly the right time. Most advisors fail to tap the extraordinary power of advocates to open doors and build dominant positions in profitable target markets. You can strategically and proactively develop an elite core of advocates who will actively break down doors and quickly secure access to key decisions makers.
How to Establish a System to Maximize your Most Productive Recruiting Sources
During this workshop, managers and recruiting directors will identify their most productive recruiting sources and develop a strategy to strengthen those relationships and generate a consistent flow of quality recruits. Participants will leave with a clear action plan.
TRAVELS FROM: Ohio
FEE CATEGORY: A ($5k or less)
