KO Approaches to Virtual Networking

Sales producers including financial advisors, brokers, agents, reps, and planners absolutely need a virtual “fight plan” to grow their business. Especially now! Networking, scheduling appointments, developing relationships, generating referrals, making targeted connections, and being massively in service to clients are just as important as ever! Although you may not be exchanging business cards at cocktail parties, conferences, events, and mixers, cultivating “knock out” relationships in a virtual world is a must if you are focused on generating more prospects, more referrals, and more business.

KO Approaches to Virtual Recruiting

Field leaders that are focused on growing their team of advisors and sales producers often spend most of their time on the “pitch” rather than developing important communication strategies and their network. For a branch manager, managing partner, or general agent, it is difficult to be in the business of convincing advisors from one firm to leave and come to your firm. Networking and referral marketing is absolutely the best way to leverage social media and virtual meetings to attract more talented advisors to your firm through advocates and referral sources. Learn how to embrace a Networking Mindset and develop a Daily Fight Plan to generate more prospective recruits to your sales team!

The NEW Rules of Networking

Ever go to a public swimming pool? Pool rules are almost always posted to protect everyone and insure a safe swimming experience. Imagine if there were rules posted at every networking event (virtual or live!) you attended including association meetings, conferences, conventions, trade shows, chamber mixers, and community venues. Have no fear! The Rules of Networking are here! Learn the Rules of Networking and how to establish more and better “connections” the next time you attend or host an event.

“Connect” with Your Elevator Speech!

For a first-round knockout! The elevator speech or PEEC Statement (pronounced “peace”) is a great way to describe what you do when networking. PEEC helps you share what you do while making a friendly request – even to those you meet for the first time! Use at virtual events including mixers, conferences, and association meetings. What a great way to connect in all of those Zoom meetings! Practice your PEEC Statement with your natural market, target market, prospects, clients, and referral sources. You just might get a referral!

More Prospects! More Referrals! More Business!

The 1-2-3 punch to growing your business or practice! Referrals are everything. Especially for a financial advisor or agent. But how do you ask the “referral question” without seeming pushy, self-serving, or salesy? How do you get more referrals? How do you get more of the type of referrals you want? What is a referral anyway? In this session, we’ll explore the nature of a referral, how to best define a referral, and how to create a daily system to generate more and better referrals through your Daily Fight Plan. Your Daily Fight Plan will be your daily system to keep you focused and help keep your referral pipeline full.

How to Follow Up and Stay in Touch

It’s all about the FU. The Follow Up that is! Nothing great happens without following up. After collecting all those business cards, compiling spreadsheets, posting names into Customer Relationship Management systems, or making connections virtually on LinkedIn, now what? Are those connections prospects? Referral sources? Contacts? Connections? Many financial advisors don’t know what to do with all those names and contact information. Create your preparation, presentation, follow up, and staying in touch strategy to develop and strengthen your network.

Discover, Establish, and Develop Your Target Market

How many financial advisors, brokers, or other types of sales producers have a target market? Many advisors consider small businesses, families, even “anyone” as a target market. The more general your target market is, the more difficult it is to define – making it more difficult to network. Can you define your target market in terms of industry, profession, market segment, niche, dynamic, demographic, and geography? In this session, learn how to discover, establish, and develop your target market (and it’s different for everyone!) so from a networking standpoint you’ll know where you need to go, what you need to say, and who you need to meet.

Round Three: Virtual Platforms, Referrals, and Phases of Networking

• Review Homework Assignment #2
• Recap Session Two
• A Networking Mindset / Massive Service
• Review PEEC Statement
• How to Generate More Referrals
• Best Practices Virtual Meetings, Networking Meetings
• Social Media, Blogs, Articles, Webinars, and Podcasts
• 4 Phases of Networking / How to Put Process in Place
• Revisit/Update/OWN your Daily Fight Plan/90-Day Goals/Accountability
• Homework Assignment #3

Final Meeting with Group to Discuss and Debrief Next Steps

Knock Out Networking!

Sales producers including financial advisors, brokers, agents, and planners absolutely need a “fight plan” to grow their business. Especially now! Networking, scheduling appointments, developing relationships, generating referrals, making targeted connections, and being massively in service to clients are just as important as ever! Online or “live”, cultivating “knock out” relationships is a must if your focus is generating more prospects, more referrals, and more business!

It’s All About Community

Communities have their own way of being. Communities generate an energy that people want to become a part of. And who doesn’t want to be a part of something? There are distinctions that make a community a lot more than just a group of people that drive the same car or drink the same bourbon. A community is a giving network of followers that offers recognition, learning, communicating, collaborating, value, love, passion, and fun. Some communities are strong enough to become a brand. Learn how to establish community in your business and express your brand with prospects, clients, and referral partners.

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