Financial Advisors say we’re unique. Why?
It’s our TEAM COACH approach.
Not only do you have access to our Referral Coach to grow your practice, you also have our Productivity Coach at hand to make the new growth manageable.
Referability Coach, Michelle Donovan
Michelle Donovan is The Referral Coach for Financial Advisors. As an organization, our main values consist of integrity, service and competency. We take pride in creating a life that supports our family with freedom and flexibility. We work daily to lead our relationships for ongoing referrals. Successful independent financial advisors share our values and work to create a life of financial freedom for their clients. Because of a necessary high level of trust and integrity, they must become exceptional at getting business by referral. Our intention is to help our clients create what they create for their clients … but for themselves … a life of financial freedom and personal success. More about Michelle...
Productivity Coach, Patty Kreamer, CPO
There’s no question that as a result of our coaching experience, you’ll experience growth in your business. We know that you need to be ready to handle the problems that come along with this success. You’ll need to enhance your productivity with efficient systems throughout your business. You’ll need to hone your time management skills like a finely tuned piano. You’ll want to maintain a physical and mental space clear of clutter to enhance your efficiency and display a successful image to your clients. Patty Kreamer, Certified Professional Organizer, Productivity Coach, and Author works alongside our clients to ensure their ability to manage and thrive with the unique challenges of success, ultimately creating the life that they want. More about Patty…
We create personalized referral marketing systems
Our referral coaching experience is NOT a cookie-cutter approach. Every client is different. Every client has unique goals, life experiences, and networks with which they work . Our purpose is to act as your guide and navigator towards the life and business you envision. We teach you proven referral systems and tactics and guide you through implementation. We coach you on how to engage the people in your network to get a consistent flow of referrals. We help you develop tools that trigger referral activity from your clients. We show you how to lead the various relationships in your life to generate the referral results you desire.
We’re the trend-setters in Referral & Productivity Marketing
Referral Institute is the first company to integrate a comprehensive understanding and appreciation of behavioral styles into the referral marketing process. Our referral coaching experience includes a 360 degree DISC assessment and consultation designed to help foster deeper, more profitable referral relationships. The results are catalytic experiences that launch significant referral and personal growth.
The coaching experience with us is a developmental process for financial advisors who are serious about mastering a strategic referral system in their practice. During this process, you may work with one or both of our unique coaches, Michelle Donovan (Referral Coach) and Patty Kreamer (Productivity Coach), depending upon your needs and goals at the time. Our objective is to help you get more business by referral and develop the productivity systems and behaviors to efficiently and effectively manage this growth. In order to do so, our coaches operate with transparency, sharing information as needed, and will make decisions based on your best interest at all times.
This is an intense process of learning new skills and strategies, practicing those skills daily, and committing to lifelong learning. Mastery is achieved when you no longer need to think about the process because it is integrated into your business operating system. Mastery doesn’t happen overnight.
Bottom line … we make you money and help you create the life you ENVISION!