Referrals Archives - Creative Edge

We’re already four months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More

Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More

If only I could clone my best clients. It’s a thought that’s crossed every financial professional’s mind at some point. Your best clients are the ones who generate revenue and are easy to work with. If you could gain a few dozen more clients like your 10 best, it would transform your business. The good… Read More

Socializing is networking and networking is new business. What’s the best, no-pressure way to gather many of your clients together all at once and get them to bring their friends? Endless Events. The longest running social science study ever at Harvard found that relationships are the key to human happiness. So, treat your clients to… Read More

Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More

Utilize raving referrals • Double your clients • Cut office hours in half During this 30-minute Power Business Coaching webinar, you’ll learn: Why referrals are 70 percent more likely to buy from you than a seminar attendee. The six-step referral process that makes it easy to get introduced. The “wrong” question most people ask clients…. Read More

Are you ready for strategies to increase revenue in less time? Interested in learning new strategies for massive business growth and streamlined practice management? With CreativeOne’s Power Business Coaching program, you will gain knowledge on proven tactics to increase your high-quality lead pipeline, earn more money, and have more time to pursue your personal goals…. Read More

Effective marketing has never been more important. Prospects have a plethora of information—and competition—available to them with just a few keystrokes. To stay ahead of the game, you want to ensure your marketing is on the right track. According to a recent survey of agents we conducted, there are a few specific things they’re all… Read More

Marketing your business is a continuous process. A few years ago, a mailed letter and invitation to a presentation along with a no-obligation lunch was a great way to reach prospects. Today, your clients probably pay more attention to email than paper mail. You need to find ways to reach them where they live—online—without ending… Read More

Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More