Fundamental Marketing Workshop: 
Building Profitable Referrals

This workshop is delivered to you in ten online tutorials that you can view at your leisure and share with your support staff (at no extra charge!) Also included are downloadable worksheets and checklists to guide you through the implementation process. Print as many copies as you need. Even make format changes if you want to customize them for your own practice. Your online subscription provides you free access to all ten online tutorials for up to 90 days. (Order the course on CD for unlimited access.)

Building Profitable Referrals, includes ten modules of online training, plus worksheets and checklists.  

1. Why Referral-Based Marketing?
   Learn why it's worth the effort to build referral relationships with a wide variety of allied professionals -- and take a look at a mature practice built WITHOUT  this fundamental foundation ... see what happens in the long-run.

2. Expanding Your Prospective Referral Base
   How have you built your referral base? Did you follow a systematic plan? If your efforts to build a referral base have been less than stellar in the past, it's probably because you have focused exclusively on only half of the picture. In this session we give you the tools to systematically expand your vision and include the ENTIRE universe of potential referrals. These are tools you can go back to again and again as your practice grows and develops.

3. Trend to Succeed
   Learn how to perform a trend analysis on your client database, and why you should even bother. Take the results and turn them into new referral opportunities.

4. Resources to Build Your Database
   This lesson builds on the three before it, with an abundance of resources to help you identify rich opportunities for profitable referral relationships in frequently-overlooked places.

5. Too MANY Prospects!
   How do you decide WHICH relationships to pursue, WHERE to invest your time -- and your marketing dollars? Do you just follow your instincts, grease the "squeaky wheel," or do you have a system? In this lesson you'll learn how to make these kinds of strategic choices -- again, following a systematic approach with tools you can go back to again and again. Some people say marketing is a "numbers game" and you just throw a lot of things on the wall and hope something sticks. Well, I completely disagree. Following this approach, you will have a clear guide to the PROPER allocation of your marketing resources!

6. Graduate-Level Marketing: Segmentation
   Market Segmentation -- now we are getting into some pretty high-level marketing strategy, but I know you are up to it. You probably are familiar with the concept of market segmentation --  "grouping" segments of your target market into like-kinds ... according to a segmentation strategy. Well, that is the foundation, but there is more to it. First, you must decide which "like-kinds" you are going to use to form your groups. Females? Males? College Graduates? Race or Ethnicity? Age? Net Worth? There are lots of ways to divide a group. And, once you've divided them -- what use is it? None if you do not also segment your communication strategy. In other words, once you've divided them, now you must decide HOW and WHY and toward WHAT GOAL you are now communicating ... and those decisions will impact your marketing message, and perhaps the medium. Learn how, and put your marketing into high-gear!

7. Detective Work: The Pre-Approach
   Now that you've decided WHOM to contact, HOW to contact them, and WHAT your GOALS are -- it's time for that first meeting, right?
   WRONG. There's still more homework to do if you want to raise your success rate, and maximize the returns on your marketing investments.

8. Making Initial Contact: Getting in the Door
   How to get that important first meeting that launches these key relationships.

9. What to Say, What NOT to Say
   Ever wonder what to say once you've got your foot in the door? Do you just hope things go well, or do you have a plan? As with most other aspects of life and business, the plan-idea usually works better than the "hope for the best" idea. In this session we give you a plan to guide you in what TO say ... and we tell you very clearly what NOT to say (lest you shoot yourself in the proverbial foot!) We also show you how to deal with the "elephant in the room."

10. From Relationship to ALLIANCE
    Finally, nurturing these baby relationships (or re-invigorating stagnant ones) into profitable alliance partnerships takes ongoing effort. We show you how to reap the benefit of your hard work and develop these relationships into a lifetime of qualified referrals that will fail-safe your practice against radical change -- including permanent repeal of the federal estate tax.

AFFORDABLE Marketing Education for Your Whole Staff. With this course, you can bring professional training into your organization – to review at your own convenience, and to share with your support staff – everyone in your office can “attend” this workshop AT NO EXTRA CHARGE.

You get ten full sessions of training, worksheets and checklists. These are all of the basic strategies you need to quickly and affordably build a steady-stream of qualified referrals  – one of the essential steps to making your practice literally “fail-safe.” So I think you'll agree… considering the revenue generated by just ONE quality referral source, and we are giving you strategies to develop literally HUNDREDS of top-quality
referrals, this package is worth thousands of dollars in new revenue!

But you can have it for the affordable price of only $249 -- 
less than two billable hours of your time! 

Ordering is easy, secure and fast!
Simply click on the order link below!  

Order Building Profitable Referrals (online) $249

  Order on CD for unlimited access $299