Say It So It Sticks!

Distraction-Proof^® Introductions

Referral Language That Works in the Real World

Asking clients for actionable referral details is fraught with anxiety, even for seasoned advisors. Many of the suggested ways to ask simply don’t sound or feel right, meaning advisors often don’t say anything. The last thing you want are awkward, embarrassed, or even resentful clients!

Paul Kingsman teaches how to shape your referral request as a generous offer to help, with words that work in the real world, including explaining why these words work and leave everyone feeling good. Help your clients make the connection between how you help them and the conversations they have with their friends and family to effectively grow your business with ideal clients.

Clients are saying: “We’ve heard so much advice from head office about referral language. I’ve been in this game for twenty years and finally found something I feel comfortable with. It doesn’t even sound like a plea for a referral; it just rolls! Thank you!”

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Distraction-Proof^® Connections

Ways to Stay Top of Mind with Clients

Great advisors demonstrate there’s more to their client relationships than simply monitoring markets. They connect with their clients as people because they care about more than only account balances and investment performance. Paul Kingsman teaches how you can deepen relationships and leave lasting impressions that make your clients feel known and valued by sharing personal, thoughtful information relevant to your clients’ lives far beyond the typical market headlines and economic commentary most advisors send out.

Paul Kingsman teaches how to shape your referral request as a generous offer to help, with words that work in the real world, including explaining why these words work and leave everyone feeling good. Help your clients make the connection between how you help them and the conversations they have with their friends and family to effectively grow your business with ideal clients.

Clients are saying: “I learned more about improving my business in the hour I spent listening to your presentation than I have for the previous business development sessions I have attended combined. Thank you so much, Paul.”

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Distraction-Proof^® Partnerships

Language to Grow Profitable Relationships with COIs

Growing relationships with other financial professionals, like CPAs, estate and trust attorneys, divorce lawyers, and private bankers, allows you to provide help to your clients when their needs are outside your expertise. As these relationships develop, they can also be a great source of ideal-prospect referrals for you. However, great referral relationships take time, attention, and patience, and many advisors don’t have a reliable, systematic approach to effectively build this valuable part of their business.

Paul Kingsman teaches how to prepare succinct, relevant, helpful language, so you’ll be less distracted and more poised. Results will follow when you hit the mark with words that show, stick, and sell. Paul shares effective responses to the most-asked questions and concerns advisors hear. When you learn how to deliver the right words with conviction and confidence, people will see they’re talking with a careful listener and understanding professional who is thoroughly equipped to help them.

Clients are saying: “Paul’s message hit our advisors right between the eyes. Advisors told us, ‘I’ve been doing this for 20 years, and I’m making all the mistakes he pointed out!’ They consistently said Paul took a tough subject they didn’t think they needed help with and delivered exactly what they needed to hear. They left with new, better, and far more effective language to use.”

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Distraction-Proof^® Sound Bites

Prospecting Pointers to Cut through the Noise

If you want to influence people with your ideas and have them follow your advice, you have to stand out, be memorable, and stay top of mind. How do you do that in our sound-bite saturated environment, when everyone seems to be trying to make the same impact?

Paul Kingsman teaches how to establish a networking process, including how to maximize warm introductory calls, language to use that makes you positively stand out from the crowd, questions to ask to show you know what’s important, and ways to keep up ongoing connections so you stay top of mind. He also shares ideas for inexpensive events that allow you to partner with these professionals that benefit both you and them.

Clients are saying: “As a former advisor myself, you are trained with the notion to constantly ask for referrals, and yet, after 15yrs in the business, I have not been able to find someone who does it with enough finesse to make themselves and the people they’re asking comfortable. The language you used today was perfect, and I have forwarded the slides onto my advisors so they can start incorporating it into their practices.”

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