Stop Sabotaging Your Practice: Get More Referrals and Get More Done!
October 19 from 12-1 Register Today!
Self-sabotaging your practice means that you are in some way performing destructive or obstructive actions that are negatively impacting the growth and development of your
business. Imagine if you became aware of these self-sabotaging actions and behaviors? Would you still do them? This session addresses your practice from two sides: referral
development and productivity. Two experts who work exclusively with financial advisors will reveal three of the ways you sabotage yourself from getting more referrals and the three of the
ways you sabotage yourself from getting more done.
Three Ways You Sabotage Yourself from Getting More Done
· You’re a planner who doesn’t plan
· You have too many time wasters in your day
· You are not aligned with your values and needs
Three Ways You Sabotage Yourself from Getting More Referrals
· You ask the wrong clients for referrals
· You work with the wrong COIs
· You don’t teach people how to refer you
Presenting from the Referral Institute:
Michelle Donovan is a Wall Street Journal Best Selling Author and is known as “The Referability Expert” for financial advisors. She owns and operates Referral Institute of Western Pennsylvania, specializing in referral marketing systems and personalized referral coaching for the niche audience of financial advisors.
Patty Kreamer, CPO® (Certified Professional Organizer) coaches financial advisors to become more productive and perform better while at the same time simplifying their work and lives.