Top 4 Reasons Clients Do Not Give Referrals
Tap into your clients’ psyche. Learn proven strategies to continually attract valuable referrals with us!

1
Lack of Trust
Clients may hesitate to refer you if they do not fully trust you or feel uncomfortable.

2
Fear of Straining Relationships
Clients might worry that referring you could harm their relationships, especially with those who had a bad experience.

3
Multiple Advisers
Clients often have several advisers. If another is more impressive, they might not refer you.

4
Fear of Being Sold To
Clients may avoid referring others if they fear they will only receive a hard sell. Thus, they will refer only ready buyers.
ABOUT
What Are Adviser Cards?
The Adviser Cards Internalisation Mastery (ACIM) programme is designed to help you PLAY YOUR WAY TO SUCCESS. These cards are your secret weapon for overcoming the challenges of consistently generating leads through a powerful system. You will learn how to effectively use them through PLAY and boost your success in attracting valuable client opportunities.
Benefits of attending this programme
Increased Confidence
Increased Productivity
Increased Returns
REFERRALS VS INTRODUCTIONS
Understanding The Key Distinction
REFERRAL
Pick phone to Call
You are interested
You want to give advice
INTRODUCTION
Pick phone to answer
People are interested
People want your advice
PARTICIPANT
Who Should Attend?
If you relate to any of these, you need to attend the programme. This isn’t just another programme but a game-changer for financial advisers seeking to drive success by refining your lead generation strategies, ultimately elevating your career.


Financial Advisers Who Want Massive Growth


Financial Advisers Who Want To Achieve Their MDRT fast


Financial Advisers Who Want To Build A Referral business
OPTIMISE LEARNING
How to Maximise Your Learning?
To truly make the most of your learning experience and get the most value out of our session, follow these helpful tips:


Be Punctual And Stay Throughout


Pen And Paper Help You Learn Better


Bring A Friend To Exchange Ideas After The Class
TESTIMONIALS
Our Happy Clients
OUR COMMUNITY
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