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How to develop referral advocates




            COPYRIGHT   2012 Beyond the Benchmark. All rights reserved.
Give              Willing to Give;      No
  Referrals              But Don’t       Referrals


   20%                   60%             20%
            Value Demonstrated            No Value
                   Trust                 Lack Trust
    Time                 No Time         No Interest
Appreciated               Liked           Not Liked
  Ideal Fit              Good Fit           No Fit
 Proactive               Reactive          Inactive
Committed              Indifferent
Understands            Uneducated
  Offering             To Offering
ADVOCATE         REFERRAL OPPORTUNITY
Other Trusted Professionals
Clients
                  (Non-Clients)
Think Differently
CLIENTS   REFERRAL     TRIADS      QUADS   GROUPS
          PARTNERS
                  Referral Sources




                  Seek Advocates
                  Clients Will Follow
Aim for your…




And share your profile with your advocates.
Two Components




Ideal
         Demographic      Psychographic
Client
COLLABORATIVE REFERRAL RELATIONSHIPS
First




                                                                          Fifth
                  Second




                                     Third




                                                       Fourth
        Partner            Partner           Partner            Partner           Partner




                  Be referral-centric.
         GOAL: 20 to 30 partners
Be Strategic and Leverage Time
CLIENTS      REFERRAL       TRIADS        QUADS     GROUPS
             PARTNERS
      CLIENTS         ReferralTSources QUADS
                 REFERRAL       RIADS             GROUPS
                 PARTNERS
                         Referral Sources
Building advocates
Building advocates

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Building advocates

  • 1.
  • 2. How to develop referral advocates COPYRIGHT 2012 Beyond the Benchmark. All rights reserved.
  • 3. Give Willing to Give; No Referrals But Don’t Referrals 20% 60% 20% Value Demonstrated No Value Trust Lack Trust Time No Time No Interest Appreciated Liked Not Liked Ideal Fit Good Fit No Fit Proactive Reactive Inactive Committed Indifferent Understands Uneducated Offering To Offering ADVOCATE REFERRAL OPPORTUNITY
  • 5. Think Differently CLIENTS REFERRAL TRIADS QUADS GROUPS PARTNERS Referral Sources Seek Advocates Clients Will Follow
  • 6. Aim for your… And share your profile with your advocates.
  • 7. Two Components Ideal Demographic Psychographic Client
  • 8. COLLABORATIVE REFERRAL RELATIONSHIPS First Fifth Second Third Fourth Partner Partner Partner Partner Partner Be referral-centric. GOAL: 20 to 30 partners
  • 9.
  • 10. Be Strategic and Leverage Time CLIENTS REFERRAL TRIADS QUADS GROUPS PARTNERS CLIENTS ReferralTSources QUADS REFERRAL RIADS GROUPS PARTNERS Referral Sources