Mark Sheer Seminars: Business Expansion Products

Move Beyond Success: Attain Significance

This 300+-page manual contains essential material for financial professionals to expand their business by obtaining more A clients and developing partnerships with other professionals such as CPAs, attorneys, etc.. Includes 69 workshops to implement the system and process, letters, thank you notes and covers -

Build a foundation.

Develop your vision, values and goals.
Prospect up and work with more affluent clients.
Obtain introductions to those clients.
Expand your business using the referral method.

Obtain qualified referrals and powerful introductions to A clients and develop partnerships with them.

Tactics to develop revenue-generating partnerships with other professionals. How to develop a clear understanding of:

Their vision, values and goals.
What their A clients are like.
What type of work they are now performing for their A clients?
How many A clients they have that conform to your profile of an ideal client?
How many of these A clients that they have significant influence over?

Quantify the value of developing a partnership with you.

Strengthening client relationships.
Joint work/revenue sharing.
Introductions to more, better-qualified clients.
Increase value billing and revenues.

Understand the professional's decision-making and due-diligence process.

What must they know and understand to feel comfortable partnering with you and introducing you on a favorable basis to their A clients?

Demonstrate your skills, abilities, solutions and value to the professional and their A clients in a fashion that establishes trust and satisfies their decision-making process, for them to feel comfortable introducing you to A clients.

Create a written, shared business plan with a tactical plan for implementation to achieve the professional's stated vision, values and goals, Including time-blocking your calendars to fully execute your plan.

Select qualified clients and orchestrate favorable introductions. Note: few professionals know how or feel comfortable introducing financial professionals to their clients. They must be provided sample scripts that they may customize and then be coached on how to favorably introduce you.

Track results-inspect what you expect-to ensure your goals, activity and results are in alignment with your plan and to enable you to make necessary course corrections to stay on track and achieve unparalleled results.

Keep the opportunities flowing by staying in regular contact with your new satisfied partners to obtain favorable introductions.

Repeat the process, by helping your professionals add new client opportunities to the top of their sales funnel and obtain introductions on their behalf and yours.

$75.00 plus tax (if purchased in CA) and S&H

Referrals And Introductions Process - Summary

Following is a summary of the referral and introduction process that is detailed in the Move Beyond Success: Attain Significance manual.

Develop your Client Profile.
Select who to ask-the helpers.
Determine how best to ask-set the stage.
Show your Client Profile.
Use memory jogging techniques and list prospecting.
Gather referral names from your referral source.
Prioritize and pick the three best-qualified opportunities.
Obtain favorable introductions from your referral source.
Use the Four-Step Telephone Process to obtain an appointment.
Track and report your results.
Coach and practice to maximize results.
Repeat the process.

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Mark Sheer Seminars, Inc., 28829 Paseo Campana, Mission Viejo, CA 92692, USA Tel: (949) 588-5931 Fax: (949) 588-5932
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