Practice One - Targeted Webinar Invitations

A technique that has proven very effective for recruiting referral partners is to target market webinars to a single industry vertical. An example would be to select an industry vertical such as "accountants" and focus your marketing efforts on having as many small business accounting firms attending your webinar targeting just accountants. Your webinar invitations could be done via phone campaigns, direct mail, cold calling and even local area marketing the accounting groups and accounting events.

Practice Two - Creating AI Intro Calls

There are now many organizations that offer very life-like AI phone calls that can be used to make targeted pitches to "look for something in the mail", or make invitations to attend an event or webinar, provide a link to watch a targeted "why refer" video and many other initial contact uses.

Practice Three - Direct Mail Postcards

When employed in a series of marketing efforts Direct Mail Postcards can be very effective. Typically, it requires a series of three timed delivery postcards that are followed by phone calls for a specific action, such as attending an event, registering for a webinar, watching a targeted video or scheduling a live screen share demo.

Practice Four - Attending Events

Attending events that are for specific industry verticals gives you the edge to tailor your pitches and closings to the needs of that specific vertical. Major metro areas are normally full of SEO, Local Marketing, and other small business marketing firm events, forums, and meetup groups. The same is true for accounting, finance, tax planning, insurance and other professional service groups. By making yourself "A Become Bankable Expert" you could give guest speaker presentations, schedule group webinars and provide educational materials on what becoming bankable will do to increase their client retention numbers.

Practice Five - Cold Calling

As old school as it gets. Cold calling can be very effective simply because it is not done very much anymore. The reality of referral partners is that you do not need hundreds of them to be very successful. Rather just closing 50 and your private label would be a huge money maker. Breaking the ice with your first few referral partner closes can lead to more and more referral partner closes. The reason for that is every time you close a new referral partner you should be asking for a list of names of people in their industry who would also benefit from their small business clients becoming bankable. In this way one cold call referral partner can turn into three, four, or five warm calls where you are being "referred" by someone they know and trust.

Practice Six - Learning Your Craft

Taking the time to learn your craft and making yourself "A Becoming Bankable Expert" is critical to your success. Take yourself through your Success System Demo account reading every page over and over again. Watch all 90 plus virtual coach videos as many times as it takes for you to know their content backwards and forwards. Study the 25 closing statements you have been provided. Treat those as your scripts that you can rattle each off at a moment's notice. Watching all the promotional section videos and being able to recite those scripts without the video even playing. Be able to state from memory the results of the 10,000 small business LLCs bankable tests. Be able to let anyone know what the four legs of the table are required for a small business to become bankable. And able to clearly paint a mental picture of exactly what the upside benefits are for a referral partner to assist their clients in becoming bankable.

Practice Seven - Using the Provided Tools

We cannot state it enough ... study, study, study. Roleplay your scripts. Practice your pitches. Become an expert. All the tools and resources you need to become extremely successful are provided in your private label system. Now it's up to you to do your homework and put in the work that it takes to close a large stable of productive referral partners.