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Referrals Forever: And Other Tips for Success in Financial Services

Terry W. Cook, CLU, ChFC

Pages: 132
ISBN: 978-145752-931-3
List Price: 20.00
Category: Nonfiction
Available: June 2014
Edition: Perfectbound

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Obtaining qualifi ed referrals is the goal of every financial advisor. The more people you see, the more people you have the potential to help. That’s the philosophy of Terry Cook, a successful regional vice president in the life insurance industry who has talked with thousands of fi nancial advisors across the country. In Referrals Forever, he shares techniques that will help advisors achieve a constant flow of referrals:
– What motivates people to refer highquality prospects.
– How to create a powerful, focused “message” to attract referrals.
– How to develop permanent “referral partners” who continually provide highquality referrals.
Terry describes practical, handson ways fi nancial advisors can successfully spread the word about their services and develop referral partnership from hosting open houses, using social media to network, selecting the right venue to talk with small or large groups, and rewarding referral partners. He knows fi rsthand the importance of fi nancial advisors—life insurance has played a huge role in his family’s heritage— and he is passionate about helping others learn from his observation of successful fi nancial advisors.

Terry Cook has spent 20 years as a regional vice president/regional director in the life insurance industry, previously serving as an agent, district sales manager and general agent. He got his start with Northwestern Mutual. He earned his chartered life underwriter and chartered fi nancial consultant designations from the American College. He attended Brigham Young University and received a bachelor’s degree in interdisciplinary studies from Liberty University. Terry was born in Seattle and raised on a farm in Washington state, has qualifi ed for the million dollar round table and been recognized for manpower development and as regional vice president of the year many times. Terry has spoken often at industry meetings about the process of obtaining referrals. He and his wife, Anita, live in Charlotte, North Carolina, and have three children and four grandchildren. Terry golfs, coaches youth sports and roots for Brigham Young University’s football team, the North Carolina Tar Heels basketball team and the Carolina Panthers.