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Share Your Success
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"…or, add a Surgeon General's warning saying,
'Using this process may increase your business too quickly, please use
with caution'." |
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"Using Mark Sheer's referral program I have
been able to significantly improve the quality and quantity of referrals
to our practice. In fact, the number of overall appointments is down but
the quality of the introductions has improved significantly. When asking
for referrals, I am more able to clearly communicate a picture of the type
of person who would benefit most from our work. Additionally, Mark has
coached us on how to make referrals an integral part of our practice. It
is no longer an after thought or a topic that can only be mentioned after
the plan is delivered. The most beneficial way to get value from Mark
Sheer is to hire him. Hire him as your coach. He will challenge you and
help bring your practice to a new high."
Howard Slater - Cleveland Financial Group, Lincoln Financial
Advisors |
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"By
developing partnerships with better-qualified general agents and using
your value-added ideas to maximize their opportunities, the 10
participants of your Partnering program are enjoying a collective
production increase of 56%, with individual increases ranging from 30%
(low) to 234% (high). The program is a challenging but highly rewarding
experience."
Kevin Mc Coy - Commercial Union Life
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"If you manage sales people Mark Sheer's
Referral and Power Recruiting Program is a must. He helped me recruit and
train nine new sales people in less than one year; all nine exceeded their
sales goal their first year. The appointment overview and commitment
letter produced 126% sales growth the first year. This is not a fad but a
successful sales and sales management system. If your sales management
system lacks accountability, get Mark Sheer."
Thomas A. Donovan - Manulife Financial |
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Want to share YOUR very own success
Story?
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"During the recent holidays, I had the opportunity to read
and study your book four times. Afterwards, I designed and carried out
your referral building suggestions. Wow! My only recommendation to you
would be to change the name of your book to really capture the power of
the information contained in it. Or, add a Surgeon General's warning
sticker to it saying 'Using this book may increase your business too
quickly, please use with caution.'"
Stephen R. Trella, Jr., CPA, CFP, Chfc - Trella
Financial Services
"An update: Mark, I am so excited with the new
'vision' that you have helped to unlock in marketing my practice. You are
a true genius in showing people how to work smarter, not harder. The
results are absolutely overwhelming! Using primitive marketing methods, in
fourteen years I developed fifty 'A' clients, which account for over
eighty percent of our revenues. In the past six weeks, after using your
referral techniques I have had face to face interviews with another fifty
'A' clients and have been able to close twenty of them. And the referrals
keep pouring in! Mark, thanks for all your hard work and inspiration. I
hope others will become as hooked on REFERRALS as I am."
Stephen R. Trella, Jr., CPA, CFP, Chfc - Trella
Financial Services |
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Aegon Equity Group
Bankers Fidelity Life
Brecek & Young
Advisors
Chatfield Dean &
Co.
Chubb Life
CI Mutual
Cleveland Mutual
Commercial Union Life
Dodge Warren &
Peters
First Southern Bancorp,
Inc.
First Union Bank
First Variable Life
H.D. Vest
The Hartford
HouseHolder Group
IDS Financial Services
IAFP
Investors Group of
Canada
Investors Financial
Group
Inter Securities
Investment
Jackson National Life
Lincoln Financial
Advisors
MDRT
Manulife Financial
Mass Mutual
MetLife
Nedeau, Lawrence, &
Associates
Orba Financial
Pacific Life
Penn Mutual
Provident Mutual
Sagemark Consulting
Sentra Spellman
Sentinel fund
Sun America
The New England
New York Life Insurance
Vantage Financial
Vestex Securities
Western Capital
Financial
Western Reserve Life
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"In the last two weeks I have received more
referrals than the past five months. The referrals are better quality than
ever before and best of all the ones I've met are actually writing checks
and are most exciting. When I pick up checks these new clients are giving
me referrals on the spot! Your approach and terminology is first class,
very sensible, and was easy to adapt to myself and my client base. I've
also received a couple referrals to people with millions of dollars. Yes,
I'm glad I took your Fast Track Program.
Kathleen L. Shipley - American Express Financial Advisors |
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As a
new agent, I saw your FAST~TRACK program as a way to jump start my
business. Our in-house trainer said to learn referrals as soon as possible
or you will continue to relive your first unproductive year in the
business over and over again. Am I glad I took his advice.
For me, the strength of your system is your visual
aid, the Client Profile, that permits me to sit down with my contacts and
show them exactly what I am looking for in a client. The Referral system,
along with your coaching techniques and objection handling skills enables
me to aim for a higher level of clientele than I was able to obtain
before. I am now obtaining qualified appointments with affluent people
that I wouldn't have known how to reach before.
Mark, I wish we had even more of your time. Thanks
for your help and I hope to see you back at New York Life soon.
Jason Uhl - New York Life |
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"I never knew anything could make my business
grow so quickly! Mark's systems teach smart prospecting using the easiest
techniques I've found during my nine years in the insurance business.
Don't wait &emdash;unless you prefer doing things the hard way."
Gary M. Nedeau - New York Life |
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"I
wanted to take a moment to let you know how much we value your powerful
ideas.
Your coaching ability to get us focused on
topnotch, quality referrals, qualifying our potential customers, and ways
to save us countless hours of wasted time will position us to have the
best year ever. We've already started getting quality referrals which
wouldn't have happened without your help. Thank You."
Jerry Kanter - Advanced Benefit
Systems |
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"Since attending Mark's Referral program I
have tripled my referrals and have upgraded my client profile from
$150,000 in assets to $1,000,000 in assets - bottom line, it works!"
Keith Chapman - Lincoln Financial Advisors |
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If I learned anything from Mark's
seminar, it was to ask for referrals - the right way! Asking for referrals
using the Client Profile really works! Mailing my Client Profile to my top
ten clients/associates resulted in over 100 referrals. I highly recommend
this program to anyone who is serious about expanding their
business.
James Klug - New York Life |
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Using Mark's Complete Program of Referrals,
this week alone I had one client refer me to a 5,000 participant,
multi-million dollar retirement plan and two networking partners each give
me their own business in addition to providing qualified referrals! Works
for me!
Bud Kahn, CPA/PFS, CFP - Wealth Management Strategies,
Inc. |
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Using only a small portion of your
training materials, I have increased my effectiveness in closing business
and getting qualified referrals such that I have experienced a 40%
increase in the area of my business which I most want to grow; namely the
Advisory Services business. During the past two months I have learned how
to ask my top clients for referrals, and how to approach those referrals
in an effective manner. I have also begun to share these ideas with my top
networking sources, and have received a very favorable response from these
key business contacts. I cannot thank you enough for opening my eyes to
these opportunities.
All HD Vest Reps should take advantage of your
methods to step up the quality of their appointments.
Daniel Cook, CFP - HD Vest Financial
Services
P.S. Your basic premise, that being to leverage
those relationships to constantly upgrade my clientele, is one that I'll
never forget. |
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I want to take a moment to let you know how
much we value Mark Sheer's powerful ideas. Mark's coaching ability to get
us focused on topnotch, quality referrals, qualifying our potential
customers, and ways to save us countless hours of wasted time will
position us to have the best year ever. We already have started getting
quality referrals which would not have happened without his help. Thank
you for introducing us to Mark!
Jerry Kanter - Manulife Financial |
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"I
learned Mark's referral system and began using it immediately upon
becoming a new agent. Using his techniques, I've made the Ten-A-Month Club
every month and will make the Club 21 group for my first quarter in the
business."
Dave Draper - New York Financial
Services |
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"I've
obtained twenty-seven referrals in the last three weeks and they are a
definite upgrade, clients with $500,000 to $1 million in investable
assets. I sold a $3,000 plan last week. The system is working excellent
with my attorneys. One Social Security Compensation attorney provided me
with sixteen qualified referrals and is referring me to other attorneys as
well."
John Brant - American Express Financial Advisors,
Oxnard |
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"The
first year I used Mark's Referral/Partnering system and process my income
grew by over 54%. Now in my second year of utilizing Mark's system, I am
better able to focus on higher caliber financial representatives and by
doing so, I have surpassed last years record earnings in just nine months.
I mention Mark's Referral System to most everyone that can benefit by
getting more quality referrals and I must have given close to 100 of his
systems as a value-added gift. This has helped these reps to be more
productive in their business and in return, I'm, receiving much work of
their business. Mark has provided me with an edge that not only helps me
rank in the top percentile of my company but also earned me a
promotion."
Thank You Mark!
Kevin Berwald, CLU, ChFC,CFP - The Hartford
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Matt, in the last eight weeks, using Mark's
referral system, I have obtained 28 qualified referrals from six
people.
Dixon Trueblood - Manulife Financial |
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"Mark's coaching and support enabled me to refine my
wholesale activities to make each contact more productive. This has helped
me go from ground zero to productive as quickly as possible. The concept
of "more time, more money, and more fun" had worked for me
personally."
Ed Klein - Western Reserve Life
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"A
life changing experience.
Try it, it'll work for you
too."
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