Referral Upgrade: A New Way to Find Your Very Best Clients

Nearly all of your best clients and referral sources have a vision of their best life going forward. Referral Upgrade will teach you a simple method to discover and understand their vision and who and what can bring that vision to life. You can help your best contacts make their vision a reality by introducing them to their Big Three their very best clients, referral sources and opportunities. They, in turn, will want to do the same for you, so that you can attain and live the life of your dreams. The ideas and methods proposed here are based on my thirty-plus years experience in the financial services industry. I use them daily to introduce my clients and referral sources to the people and ideas that can help them live their dreams. This is the shortest possible route to their success and yours. When you do this for others, a metamorphosis occurs, and they see you in a completely different light. They see you as an incredible resource in the attainment of their dreams, and they will want to refer you too. This process is for anyone providing products and services to clients, and particularly for those who want to meet more of their Big Three. I will show you how to meet as many of your ideal clients and referral sources as you would like and how to build those introductions to be mutually rewarding relationships for everyone concerned. How is that possible, you may wonder. Read this book and find out. It has worked for everyone with whom I ve shared this, and it can work for you too.

Hank Frazee grew up in California and graduated from UCLA, with a major in English Literature. An entrepreneur, he entered the life insurance business advancing to the top one percent of insurance agents in the world. He is the president of H.W. Frazee and Company and the founder of Sycamore Canyon Publishing. He holds the designation of Chartered Life Underwriter, CLU. The purpose of his books is to help others connect more deeply with what matters to them and live their vision with their family, friends and customers. Hank lives in Los Angeles with his wife and three children.