Schedule of Events

Dan Allison: Feedback Marketing: A Comfortable Approach to Earning Referral



  • Tuesday Dec 1, 2020
  • Start Time: 12:00PM
  • End Time: 1:00PM
  • Webinar

FPA Austin Webinar

Tuesday, December 1, 2020
12:00 – 1:00 pm

Topic: Feedback Marketing: A Comfortable Approach to Earning Referrals

Speaker: Dan Allison, Partner & Chief Growth Officer, Model FA

   


Dan Allison
 is not your typical consultant. Dan sold his first company for millions while still in his twenties and has dedicated his career to showing professionals how gaining a better understanding of their clients can lead to incredible, life-long referral relationships. Dan Allison has served as a consultant to some of the most successful people in the country, and we are incredibly proud to offer his easy-to-implement yet profound referral strategies through the Model FA Accelerator program.

Presentation examines the 4 roadblocks that prevent advisors from having productive referral relationships with their clients. This presentation examines a unique approach to practice management and business development that gives advisors a professional and comfortable way to approach the topic of referrals with every client. Attendees will walk away with 3 easy to implement steps to create a feedback marketing process into their practice.

Learning Objectives:

  • Identify the tools to ensure that clients never leave for the competition (feedback)
  • Create a game plan to ensure that clients use all of the services available to them
  • Learn how to have a referral relationship with clients where appropriate