Organic Referrals by Al Depman Clu Chfc Bh - Bookswagon
Home > Business & Economics > Business & management > Sales & marketing > Advertising > Organic Referrals
Organic Referrals

Organic Referrals


     0     
5
4
3
2
1



International Edition


About the Book

A practical guide to obtaining good, quality referrals for the financial services producer. These are the best practices culled from years of business consultations by Al Depman, a.k.a. "The Practice Doctor." Distilling all of the referral processes in the field, Al has boiled them down into the most common elements of successful introductions. Not surprisingly, there are multiple layers to address before asking clients and centers-of-influence for word-of-mouth marketing assistance. If you are having difficulty obtaining qualified names or just want to up your game, Organic Referrals is the book for you!
About the Author: Al is a graduate of the University of Notre Dame After graduation, Al combined his Liberal Arts studies with 10 years of management experience in the McDonald's Corporation (including a BH degree from "Hamburger University") to enter the financial services world 25 years ago. Since then, Al has evolved from an award-winning sales rep into a full-time consultant specializing in helping advisors engineer their business practices to the proverbial "next level" through the use of transferable systems. Al is the author of "How To Build Your Financial Advisory Business And Sell It At A Profit" (McGraw-Hill, 2009) and is the creator of "The Practice Management Assessment" diagnostic tool and best-practices resource materials. He has authored numerous articles in professional and mass-market publications. He writes a popular monthly column for "Mitch Anthony's Intuitive Advisor" newsletter where he offers practice management insight to financial advisors. Al also serves as the national Practice Management Consultant for Securian (Minnesota Life). He has also worked with advisors from Waddell & Reed, Morgan Stanley, LPL, State Farm, Prudential, NY Life, Wachovia, and many independents across the country. Al resides in Rochester, MN, with wife Barb and three children. Al's areas of interest include studying classic comic strips, reading, battling the New York Times Crossword puzzle and conducting adult education classes at his church.


Best Sellers



Product Details
  • ISBN-13: 9781463562076
  • Publisher: Createspace Independent Publishing Platform
  • Publisher Imprint: Createspace Independent Publishing Platform
  • Height: 203 mm
  • No of Pages: 80
  • Series Title: English
  • Sub Title: The Collected Best Practice Wisdom
  • Width: 133 mm
  • ISBN-10: 1463562071
  • Publisher Date: 04 Aug 2011
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Spine Width: 4 mm
  • Weight: 141 gr


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
Organic Referrals
Createspace Independent Publishing Platform -
Organic Referrals
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

Organic Referrals

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    New Arrivals



    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!