I have worked with Neil in both Lloyds TSB and Nationwide and have always found him to extremely knowledgeable in the field of learning and development.  He has a wealth of industry knowledge and a wide network of professional contacts.  He is passionate about learning and in my view 100% reliable around project delivery.

Craig Pocock - Head of People Performance and Development - Nationwide Building Society


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How to get Referrals

Objectives

  • To demonstrate the implications of referral generation
  • To understand the advantages of working with referrals
  • To be confident in asking for referrals
  • To use referrals as a source for business

Who should attend

Aimed at most people involved in selling.

Summary of content

  • Selling the benefits of generating referrals as a source of sales leads
  • Identifying the advantages of working a referral system
  • Developing confidence

Duration

1 day

 

 

RDR Retail Distribution Review Training

Financial Services Gap Analysis Tool - produced with REALSENSE Solutions Ltd

Practical support, guidance and workshops to achieve an effective corporate governance framework

Neil Young's Favourite Places - Click here

Useful Links to Organisations in the Financial Services Industry
 
Link to the Financial Services Authority Link to the ifs School of Finance Link to the Institute of Financial Planning Link to the Chartered Insurance Institute Link to Securities and Investment Institute Link to Penrose
 
Link to The Building Societies Association Link to The British Bankers' Association Link to The Association of Friendly Societies Link to the Association of Mortgage Intermediaries Link to the Association of Independent financial advisers Link to the Financial Services Skills Council Link to Global Professional Publishing