PREQUALIFY REFERRALS
Referrals Training Videos
By mastering these skills, you’ll be able to provide better holistic financial solutions to your clients while potentially increasing your income.
Focus on developing a keen understanding of your client’s current situation.
Presentation Introduction
What is a Good Referral?
How to Submit a Mortgage Referral
Filtering Your Referrals
Click the button when you have understood this step to mark it completed.
Feel free to skip around, as they don’t have to be completed in this order.
You have already completed this step ✅
Action Steps For
SUCCESS
Your success now depends on balancing client service with team growth.
These action steps focus on expanding your team, perfecting your communication skills, and deepening your understanding of financial products and services.
By mastering these points, you’ll not only serve your clients more effectively but also build a strong foundation for your growing business.
- Build your team of 3 or more members
- Master all scripts for client interactions and recruitment
- Develop proficiency in making independent phone and video calls
- Learn to present the Financial Plan, including 1st & 2nd appointments
- Understand and master Vitality’s protection options
- Learn to prequalify referrals for other financial services (mortgages, etc.)
- Learn to teach the Genistar system you have learnt to new Associates
Soft Skills for Transitioning to
team leader
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