Testimonials

Testimonials 2017-02-18T06:13:22+00:00

2016 Participant Survey Results
100% feel more comfortable obtaining referrals from clients
35% obtain referrals in the first 4 weeks of the training experience
68% positive net promoter score
Top concerns addressed: 73% said ‘we were not consistent’, 65% said ‘we had no process’, 61% said ‘not sure how to start a discussion’, 58% said ‘we discussed referrals poorly’, 52% said ‘we have a fear of discussing referrals’.

Clients By Referral® contains a bewildering level of knowledge when it comes to absolutely anything referrals related. However it’s the way in which this knowledge is passed on that makes this experience an extremely effective one.

Nigel Gralton, WB Financial

The Clients By Referral® training gave me the confidence and skills to ask for referrals and ask effectively to maximise success. During the course while I was practicing my skills I got some real success. Referrals is a subject I feel that I can confidently discuss with all of my clients with no awkwardness and my clients have been responding positively. Indeed, I have already started receiving more referrals even while on the course!

Natalie Virr, NAB Financial Planning

The best training program I have participated in. I loved the combination of preparation, training and review exercise and the entire virtual training process was like a cross between training and a custom consulting engagement.

David Barton, OneIT

I got a lot of value from Clients By Referral® by building referral conversations into my interview process with clients. It was terrific to build a process into my business experience.

Carla Flint, Crowe Horwath

Clients By Referral® drew our focus onto the chief source of new clients to our business. Implementing and following the process has introduced new clients to our business. It is simply a case of discussing referrals in professional and repeatable manner, and this course builds the stuctuture to do this.

Ron Clarke, Western Pacific

I found it really refreshing to hear that straight out asking a client for a referral puts them on the spot and rarely works. So it was great for me to learn other ways in which you can promote you are looking for new clients in a more friendly and less confrontational way.

Belinda Von Knoll, Shadforth Financial Group

Our business growth is driven by referrals, and whilst we have been receiving referrals from clients and accountants, there has been no system in place to ensure these continue and are of a high quality. The Clients by Referral training provides a common sense, practical approach to ensuring that clients are aware that we are looking for referrals, they should be thinking about referring family/friends, and the kinds of people they should be referring. The online platform is highly engaging and supportive in the learning process – far better than other sales training I have been through. If there is a business trying to work out how to structure a referral system, they should start here.

Peter Peacock, Morgans

Clients By Referral® contains a bewildering level of knowledge when it comes to absolutely anything referrals related. However it’s the way in which this knowledge is passed on that makes this experience an extremely effective one.

Nigel Gralton, WB Financial

I’ve seen a lot of referral courses over the years, but I’d say this is the most professional and thought provoking course I’ve seen. The online modules and interactive virtual workshops worked perfectly for our National business.

Andrew George, Mercer

This is a fantastic course that has enabled me to integrate a consistent, relaxed and friendly conversation about referrals into my client appointments. It has been really well received by the clients and has already provided me with a number of referrals in just a few weeks since implementing some of the concepts the course recommends.

Nick Gahan, Wealthwise