Vue Consulting’s Online Edition of CLIENTS BY REFERRAL® allows anyone to tap into the #1 client referral training experience at a low cost, in their own time yet still benefit from a personalised approach and peer-to-peer learning.
At Vue Consulting we are 100% focused on the transfer of learning and the on-the-job implementation of new skills by participants. You’ll see the difference in outcomes with the Online Edition of CLIENTS BY REFERRAL®.
The Online Edition isn’t your average, old-school eLearning modules filled with ‘back’ and ‘next’ buttons. We’ve waited over 9 years and worked with over 3,000 participants in CLIENTS BY REFERRAL® before offering this completely online version. We know online learning can be successful, but we had to be convinced it could offer an experience to rival the success of the Virtual Edition. Ultimately, we spent over 6 months designing the Online Edition to ensure it measures up to a Vue Consulting standard.
Our Online Edition is hosted in Tribal Habits. Once you are enrolled into the Online Edition, you will receive a dedicated login to Tribal Habits and access to the SIX x 45 MINUTE INTERACTIVE ONLINE learning modules which comprise the experience. You can then proceed at your own pace to explore and discover ideas, implement them in your business and compare your results to other participants. Across those six modules you will find…
- 31 x sections with over 2 hours of information, templates and downloads
- 32 x HD videos of an additional 2 hours of key content, role-play examples and interactive discussions
- 8 x on-the-job activities to focus your next steps in the implementation process
- A personal journal for each module, which automatically captures your key discoveries, allows you to add your own notes as you go and can be emailed to you at any time
- Over 200 key insights highlighting key information, ready to be added to your personal journal
- Peer-to-peer learning as you review discoveries from other participants, compare your successes (and challenges) and add your own insights into the experience
- Upon completion you can request a Professional Development certificate.
- All Professionals: 250 minutes of online content plus 60 minutes of on-the-job activities
- Financial Planners: CDP Accredited by the Association of Financial Advisers (AFA) for 8.25 points of Practice Management. CPD Accreditation number provided on the certificate upon full completion of the experience
The design of our online learning modules allows them to act as both an initial interactive learning experience, followed by a quick-access reference portal for future use. With the ability to email yourself a copy of your personal journal you also have an effective method to take your online intentions and turn them into offline actions.
Each online module is also filled with peer-to-peer learning. You’ll see how other participants have examined the ideas, compare their discoveries to your own, see the choices they make in key topics and learn from their successes. It brings the feeling of a workshop event into an online learning experience.
Investment: $245 (per participant, plus 10% GST)
Contact us for discounted rates for bulk purchases of 5 or more participants at a single time.
Online Edition: Summary agenda
Topic 1 | Myths
This topic is about why so many professionals struggle with client referrals – because they are relying on myths, not facts. In this topic we examine the common myths behind client referrals and reveal how client referrals really work. This is the perfect topic to begin exploring the Clients By Referral® experience.
Topic 2 | Profiles
This topic is about the main focus of your referral discussions with clients – educating clients about who you want to be referred to. We examine a concept called ‘referral profiles’ and show you how to develop short, effective and memorable descriptions of your ideal clients. Once you have your referral profiles, you will be ready to start discussing referrals with clients.
Topic 3 | Discussions
This topic is about helping you find a set of comfortable, yet effective, phrases to use with your clients when discussing referrals. You should have completed topic 2 (Profiles) and have your referral profiles ready to go. In this topic you will develop a ‘discussion roadmap’ to give you confidence and direction in your referral discussions.
Topic 4 | Introductions
This topic is about finalising your discussion roadmaps so you can handle any situation. The first situation we examine is when you receive a referral! We look at how you manage this process to a high quality introduction. We then review example referral discussion and look at how to handle some unusual situations.
Topic 5 | Process
This topic is about creating a referral process in your business. While your referral discussions are the centrepiece, they need support both before and after the event. So in this topic we look at issues of timing of discussions, prompts and reminders for discussions and marketing ideas to promote referrals with your clients before and after your discussions.
Topic 6 | Success
This topic is about wrapping up your entire client referral process. We look at several best practices among top professionals who regularly receive referrals. You can also compare your referral process to several example businesses and how they implemented and adapted ideas from this experience.